Advisor: How can I add my first client?

If you've chosen the advisor role, you can add your clients and organize their fields into farms. During the account registration, you can add your first client straight away or skip this step and add your first client later by clicking Create your first client in your account.

 

Proceed as follows during account registration to add your first client:

 

  1. Enter your client's first and last name in the first input fields.
  2. Mobile: Optionally enter a client ID in the next input field.
  3. Enter your client's email address in the next input field.
  4. Web: Click Send invite and explore Atfarm to create your account and add your client. / Mobile: Click Continue to farm creation to create your account and add your client.
  5. We've sent an email to the client's email address to inform them that you've added them as a client. This is for information only and doesn't create an Atfarm account for the client.
  6. We've created the farm Farm 01 and assigned it to your client. You can of course change the farm name.
  7. We've sent an invitation to the client's email address.
  8. The client must click Accept invitation in the email to accept the invitation and join the farm.
  9. The Atfarm welcome page will open. If the client already has an Atfarm account, they should log in now. If they don't have an Atfarm account, they will need to register an account first.
  10. The client's farm will appear in their account's farm overview.
  11. You'll receive an email from us as soon as the invited user joins you on Atfarm.

 

You can now add fields to your client's farm, add more farms to a client or add more clients.

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