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Getting started1 min read

Inviting your first client

JM
Jordan Mae
jordan@maecreative.com
Active
Jordan's Yapflo board
yapflo.com/b/a8x7p3/jordan-mae
12 yapsLast yap 2d ago

A client in Yapflo is just a label for the person sending you yaps. They don't need an account or an app — you do all the setup.

Add the client

  1. Open Clients in the side nav.
  2. Click New client, give them a name (and optionally an email).
  3. That's it. Yapflo spins up a Yapflo board for them right away.

What's a Yapflo board?

A Yapflo board is a permanent page at yapflo.com/b/<your-id>/<client-name> that belongs to one specific client. They use it to:

  • Drop new yaps — tap, record, send.
  • See what they've already sent — a thumbnail list of past yaps so they don't repeat themselves.

There's nothing for the client to install. The board works in their phone's browser.

Share the link

Copy the board link from the client page and send it however your client prefers — text, email, Slack, whatever. They tap it once and they're on their board for good. You can send the same link every time.

Each yap they record drops straight into your Inbox tagged with their name.

Prefer a one-off link?

If you only want one specific yap (not an open-ended board), click New yap link on the client page instead. That generates a single-use link tied to one prompt. The client doesn't see their other yaps and can't drop extras — but anything they record still lands under their name in your Inbox.

Use the board when the client will be sending yaps on an ongoing basis. Use a one-off link when you want a single, scoped reply to a specific question.

What if I have a lot of clients?

If you're managing more than a handful, drop them in bulk with the Yapflo Connector for Claude or ChatGPT — see Connect Yapflo to Claude or ChatGPT. You can also CSV-import from the Clients page.

More in Getting started
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