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Need Help? It's All Here.
We want to give our Client Track customers the best
support system by giving them multiple how-to's
options when it comes to taking advantage of all
the features in Client Track.
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Client Track Setup
After you have finished installing Client Track on your computer, follow the instructions
below to get Client Track set up for you and your office.
30-Day Free Trial  I  Register (Purchase)
30-Day Free Trial
STEP 1
Double-click on the Client Track setup icon (.exe) on your desktop.
STEP 2
Client Track Registration Screenshot
1) Select which edition you would like to try during the 30-day free trial period. The free trial is
    a full working version with all of the features of Client Track 6.
2) Click Try Client Track For Free and go to Step 3.
Note: If have purchased Client Track, insert the registration code that was given to you. If you
want to purchase Client Track and register, follow the instructions here.
STEP 3
Client Track Startup Screenshot (Data File)
Client Track automatically creates a data file for you, therefore, click Next.
Note: If there is en existing data file, click Specify File Location and link Client Track to that
data file. For more information on data file, click here.
STEP 4
Client Track Startup Screenshot (Select State)
Select your state from drop-down list and then click Next.
STEP 5
Client Track Startup Screenshot (Company Information)
Insert all of your company's information in all of the fields and then click Next.
STEP 6
Client Track Startup Screenshot (User Information)
Type in full and user names and then click Next.
Note: The user name appears in the login screen when you start up Client Track.
STEP 7
Client Track Startup Screenshot (Sample Clients)
Select Install Sample Clients and click Finish to complete the setup. Have fun with Client Track!
Register (Purchase)
STEP 1
Double-click on the Client Track setup icon (.exe) on your desktop.
STEP 2
1) From the main menu in Client Track, go to 'Support' > Register Now.
2) Write down your Product Number somewhere. (8-digit/letter combination)
STEP 3
To purchase Client Track, click here. In the purchase form, insert your Product Number in the first
field. After your purchase has been successful, you'll receive a confirmation email including your
Registration Code to register Client Track.
Note: You can also go through the purchase form without a Product Number and then email or
contact us with your Product Number to request a Registration Code afterwards.
STEP 4
Register Client Track Screenshot
1) From the main menu in Client Track, go to 'Support' > Register Now.
2) Insert your Registration Code in the white box and click Register Now to unlock free trial mode.
STEP 5 (Optional)
If you want to import your own clients after you purchase Client Track, you must export your clients'
information from a software package that you use (i.e. Act!, Maximizer, etc) into a text/CSV file first.
> To export clients from a software package, click here.
> To import text/CSV file into Client Track, click here.
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Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca