Getting Started
Set up your account, profile, team and the basics. 15 articles.
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Account Setup 10
What is Client Harbor?
Client Harbor is an all-in-one business platform. It combines a CRM, sales pipelines, email and SMS marketing, workflow automation, funnels and websites, calendars, reputation management, social media planning, memberships and reporting in one dashboard.
What should I set up first?
- Complete your business profile: Settings > Business Profile (name, address, logo, time zone).
- Add your team: Settings > My Staff.
- Connect a phone number and finish A2P registration so you can text customers (see Phone System & SMS).
- Set up email sending (see Email).
- Import your contacts (see Contacts).
- Create a calendar for bookings (see Calendars & Appointments).
- Turn on a starter workflow, such as a new-lead follow-up.
How do I log in or reset my password?
Go to your Client Harbor login page and click Forgot password. Enter your email and follow the link sent to you. The link expires, so use it soon. If the email doesn't arrive in 10 minutes, check spam, then ask Harbor Help to open a ticket.
How do I change my time zone?
Settings > Business Profile > General Information > Time Zone. This affects calendars, workflows and reports. Your personal time zone is under Settings > My Profile.
How do I update my business name, logo or address?
Settings > Business Profile. Changes apply to emails, invoices and pages that use your business details.
How do I add a team member?
- Settings > My Staff > Add Employee.
- Enter their name, email and phone.
- Choose a role (Admin or User) and set permissions.
- Save. They receive an email to set their password. Extra users may affect your plan; ask support if you're unsure.
How do I limit what a team member can see?
Settings > My Staff > edit the user > Roles & Permissions. Turn off modules they shouldn't use. Under User Roles, choose whether they see only contacts assigned to them.
How do I remove a team member?
Settings > My Staff > three dots next to the user > Delete. Reassign their contacts and opportunities first so nothing is left unowned.
How do I turn on two-factor authentication?
Settings > My Profile > Two-Factor Authentication (or Security). Follow the prompts to enable it.
Where do I set custom fields and custom values?
Settings > Custom Fields for data stored on contacts or opportunities. Settings > Custom Values for reusable text such as your booking link or business phone, used in emails, texts and pages.
Account Management 5
I manage more than one business. Can I switch between them?
Yes, if your user has access to more than one account. Use the account switcher at the top left of the dashboard.
How do I change my login email?
Settings > My Profile > Email, then Save. Use an email you can access; reset links go there.
How do I export my data?
Contacts, opportunities, invoices and reports can be exported from each module (look for Export). For a full account export, ask for a ticket.
A customer asked us to delete their data. What do I do?
Open the contact and delete it. For a formal data deletion request (for example GDPR or CCPA), also open a ticket so we can confirm removal across the account.
What happens to my data if I cancel?
See the Refund & Cancellation Policy on client-harbor.com. Export anything you want to keep before your plan ends.
Still stuck? Open Harbor Help in your Client Harbor dashboard and describe what happened. If the assistant can’t solve it, it opens a ticket and our team replies within 1 business day.