Adding clients to your practice is where the real benefits of Apron begin. Here's how to get your clients set up and ready to use the platform.
Before adding clients
Gather client information – Business name and trading name, Companies House number (if applicable), main contact details for the business owner, and preferred communication method.
Plan your approach – Decide which clients to onboard first. Consider starting with your most tech-savvy clients, and think about which team members will work with each client. You are a General; use your troops wisely.
How to add clients
Navigate to the Clients tab under your Practice Hub and click the + Add client button in the top-right corner.
Input the client's company name and choose which Practice members will work with this client.
Choose if you want to connect the client to Xero or QuickBooks, or continue without accounting software.
Input the email address of the business owner (i.e. The primary point of contact who will oversee the account from the client's side).
The client will receive an email invitation to join Apron and complete the onboarding process. You can resend the invitation at any time by going to Settings > Members and clicking Resend invite
Important setup notes
Company verification – If you'd like, you can help your client verify their account by providing their company details upfront. Verification of company details is only needed to activate Payments. If your client will only be using Bookkeeping, company details aren't required, but we encourage you to add them as soon as possible, so that the account is fully set and ready to go if they do want to make payments.
Account limitations – Each company can only have one active account in Apron.
Note: If your client already has an account but isn't showing in your Practice, you can be added as their accountant. Ask one of their Admins to go to Settings > Members, and then select +Add member, input your email address, and check the 'This person is an external Accountant/Bookkeeper' option. Once completed, their company will be linked to your Practice and appear in your Clients list.
What happens after adding clients
Client onboarding process – When your client accesses Apron via the invitation link, they'll be prompted to sign up and complete the activation of their account. Once they complete the sign-up process, the account becomes active.
Automatic plan assignment – When you add new clients:
They're automatically added to your Practice (Capture) plan (always paid for by your practice).
They're assigned the free Go plan by default. This plan is charged separately from the Practice (Capture) plan, on a client level. It’s free and only becomes billable if your client uses the payment features and goes over the plan’s limits.
By default, company plans are paid for by the client directly, but you can choose to cover these costs.
Managing client accounts
Switching between clients – Use the client selector at the top of your dashboard to move between different client accounts.
Updating information – Client details can be updated at any time through the client settings page.
Removing clients from your practice
When you might need to remove clients – Client no longer requires your services. Client is moving to a different practice, or client wants to use Apron as a standalone account.
How to remove clients – You need to hold a Practice hub Admin role in order to remove clients from your practice.
Navigate to the Clients section of your Practice hub.
Click on the three dots next to the company you'd like to remove.
Select Remove client and confirm your choice.
What happens when you remove a client – The client is disconnected from your practice, and all Practice hub members are removed from the client's account.
After removal – Once you remove a client, they can either continue using Apron without a practice, or connect to a new one. They retain access to their account and data.