Field Guide

Adding your first client

Walk through adding a client to your practice — creating their profile, adding their site, choosing how to price the relationship, running the first scan, and inviting them to their portal.

Create the client profile

Go to Clients in your admin menu and click Add client. Enter their name, company, and email address. The email is how Field identifies them — it's used for portal login, email matching in Gmail integration, and report delivery.

A client profile represents the person or organization. Sites belong to clients — one client can have multiple sites.

Add their site

After creating the client, add a site. Enter the URL and Field generates a slug automatically (e.g., joesplumbing-com). The slug becomes part of the admin URL: /admin/clients/joes-plumbing/sites/joesplumbing-com.

Field detects the platform (WordPress, etc.) and assigns the matching practice template. This determines what gets scanned, what findings are possible, and what remediation recipes are available.

Choose a pricing model

Each client needs a pricing model. Field supports four options:

  • • Plan from library — pick a reusable plan you've created in Practice settings
  • • Flat monthly rate — a single dollar amount; Field derives included hours from your hourly rate
  • • Hourly with retainer — set an hourly rate and monthly retainer hours
  • • Custom — enter budget and SLA directly for arrangements that don't fit the other models

See Pricing your services for a full breakdown of each model and how budgets work.

Run the initial scan

Once the site is added, Field runs an initial scan automatically. The scan checks the site against your practice template's finding catalog — for WordPress, that's 60+ checks covering updates, security, performance, and configuration.

Results appear on the site's detail page within a few minutes. You'll see a health score, a list of findings, and a summary. This is your baseline — future scans run on schedule based on the client's service tier.

Send the portal invite

When you're ready to give the client access, send a portal invite from their profile page. Field sends a magic link email — the client clicks it and lands in their portal. No password to set up.

If a client can't find the magic link email, they can request a one-time access code instead — a 6-digit code valid for 10 minutes. Client sessions last 30 days before requiring re-authentication.

What the client sees

The client portal is branded to your practice. Clients see:

  • • Their site's current health score and trend
  • • Published monthly reports
  • • A form to submit requests (changes, questions, issues)
  • • Invoice history and payment status

Clients only see their own data. They never see other clients, your internal notes, or your pricing structure.

After your first client

With one client in place, the platform comes alive. Scans run on schedule. Findings flow into your pipeline. Work gets tracked against the client's budget. Here's what to set up next:

Next: Gmail integration →