{"id":2384,"date":"2022-06-23T11:53:13","date_gmt":"2022-06-23T09:53:13","guid":{"rendered":"https:\/\/bilky.es\/centro_de_ayuda\/como-registro-a-mis-clientes\/"},"modified":"2026-02-11T13:55:54","modified_gmt":"2026-02-11T12:55:54","slug":"how-do-i-register-my-customers","status":"publish","type":"centro_de_ayuda","link":"https:\/\/bilky.es\/en\/centro-de-ayuda\/como-registro-a-mis-clientes\/","title":{"rendered":"How do I register my customers?"},"content":{"rendered":"

Registering your customers is very easy. All you need is their NIF, name and email address. When you register them they will automatically receive an email to activate their portal for free, which will be connected to yours. Here's how to do it:<\/p>\n

Step 1<\/h2>\n

Access your \u2018Advisory Portal\u2019<\/strong> and in the control panel go to the section \u2018Companies\u2019<\/strong>. In the upper right corner click the button \u2018Register companies<\/strong>.<\/p>\n

\"How<\/figure>\n

Step 2<\/h2>\n

Register your clients one by one or multiple clients. You will only need their NIF, Name and Email.<\/p>\n

\"How<\/figure>\n

Step 3<\/h2>\n

If you make a multiple registration, you must put in an excel file and in that order the NIF, Name and Email of your customers. In the upper right corner you can download an example excel file. Check that the NIFs do not have any hyphen or separation. The emails must be valid (contain @, .es, .com, etc...) With the Excel open, select all the data, copy and paste them in the import table. Click on \u2018Import Records\u2019<\/strong>.<\/p>\n

\"How<\/figure>\n

Step 4<\/h2>\n

Whenever you register a customer, an email will immediately be sent to them to register and connect with you. If you want to check if your customer is already registered, or you want to resend the registration email, go back to the main company screen and in the right panel you will find the different options.<\/p>\n

\"How<\/figure>","protected":false},"excerpt":{"rendered":"

Registrar a tus clientes es muy sencillo. Solo necesitas su NIF, nombre y correo electr\u00f3nico. Cuando los registres estos autom\u00e1ticamente recibir\u00e1n un email para que activen su portal gratuitamente, que estar\u00e1 conectado con el tuyo. Te mostramos c\u00f3mo hacerlo: Paso 1 Accede a tu ‘Portal Asesor’ y en el panel de control entra en el […]<\/p>\n","protected":false},"featured_media":2802,"template":"","category_centro_de_ayuda":[239],"tag_centro_de_ayuda":[],"class_list":["post-2384","centro_de_ayuda","type-centro_de_ayuda","status-publish","has-post-thumbnail","hentry","category_centro_de_ayuda-asesor"],"acf":[],"yoast_head":"\nBilky | Centro de ayuda para asesor\u00edas, empresas y aut\u00f3nomos<\/title>\n<meta name=\"description\" content=\"Centro de ayuda de Bilky: gu\u00edas, art\u00edculos y recursos para resolver dudas sobre la plataforma. Encuentra respuestas r\u00e1pidas o contacta con nuestro equipo.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bilky.es\/en\/help-center\/how-do-i-register-my-customers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bilky | Centro de ayuda para asesor\u00edas, empresas y aut\u00f3nomos\" \/>\n<meta property=\"og:description\" content=\"Centro de ayuda de Bilky: gu\u00edas, art\u00edculos y recursos para resolver dudas sobre la plataforma. Encuentra respuestas r\u00e1pidas o contacta con nuestro equipo.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bilky.es\/en\/help-center\/how-do-i-register-my-customers\/\" \/>\n<meta property=\"og:site_name\" content=\"Bilky\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-11T12:55:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/bilky.es\/wp-content\/uploads\/2022\/06\/141468990_article15-section1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1044\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/como-registro-a-mis-clientes\\\/\",\"url\":\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/como-registro-a-mis-clientes\\\/\",\"name\":\"Bilky | Centro de ayuda para asesor\u00edas, empresas y aut\u00f3nomos\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/bilky.es\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/como-registro-a-mis-clientes\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/como-registro-a-mis-clientes\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/bilky.es\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/141468990_article15-section1.png\",\"datePublished\":\"2022-06-23T09:53:13+00:00\",\"dateModified\":\"2026-02-11T12:55:54+00:00\",\"description\":\"Centro de ayuda de Bilky: gu\u00edas, art\u00edculos y recursos para resolver dudas sobre la plataforma. Encuentra respuestas r\u00e1pidas o contacta con nuestro equipo.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/como-registro-a-mis-clientes\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/como-registro-a-mis-clientes\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/como-registro-a-mis-clientes\\\/#primaryimage\",\"url\":\"https:\\\/\\\/bilky.es\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/141468990_article15-section1.png\",\"contentUrl\":\"https:\\\/\\\/bilky.es\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/141468990_article15-section1.png\",\"width\":1920,\"height\":1044,\"caption\":\"\u00bfC\u00f3mo registro a mis clientes?\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/como-registro-a-mis-clientes\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Portada\",\"item\":\"https:\\\/\\\/bilky.es\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Centro de ayuda\",\"item\":\"https:\\\/\\\/bilky.es\\\/centro-de-ayuda\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"\u00bfC\u00f3mo registro a mis clientes?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/bilky.es\\\/#website\",\"url\":\"https:\\\/\\\/bilky.es\\\/\",\"name\":\"Bilky\",\"description\":\"Toda tu gesti\u00f3n, un solo portal\",\"publisher\":{\"@id\":\"https:\\\/\\\/bilky.es\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/bilky.es\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/bilky.es\\\/#organization\",\"name\":\"Bilky\",\"url\":\"https:\\\/\\\/bilky.es\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/bilky.es\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/bilky.es\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/logo-bilky.svg\",\"contentUrl\":\"https:\\\/\\\/bilky.es\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/logo-bilky.svg\",\"width\":81,\"height\":32,\"caption\":\"Bilky\"},\"image\":{\"@id\":\"https:\\\/\\\/bilky.es\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Bilky | Centro de ayuda para asesor\u00edas, empresas y aut\u00f3nomos","description":"Bilky Help Center: guides, articles, and resources to resolve platform questions. Find quick answers or contact our team.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/bilky.es\/en\/help-center\/how-do-i-register-my-customers\/","og_locale":"en_US","og_type":"article","og_title":"Bilky | Centro de ayuda para asesor\u00edas, empresas y aut\u00f3nomos","og_description":"Centro de ayuda de Bilky: gu\u00edas, art\u00edculos y recursos para resolver dudas sobre la plataforma. Encuentra respuestas r\u00e1pidas o contacta con nuestro equipo.","og_url":"https:\/\/bilky.es\/en\/help-center\/how-do-i-register-my-customers\/","og_site_name":"Bilky","article_modified_time":"2026-02-11T12:55:54+00:00","og_image":[{"width":1920,"height":1044,"url":"https:\/\/bilky.es\/wp-content\/uploads\/2022\/06\/141468990_article15-section1.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/bilky.es\/centro-de-ayuda\/como-registro-a-mis-clientes\/","url":"https:\/\/bilky.es\/centro-de-ayuda\/como-registro-a-mis-clientes\/","name":"Bilky | Centro de ayuda para asesor\u00edas, empresas y aut\u00f3nomos","isPartOf":{"@id":"https:\/\/bilky.es\/#website"},"primaryImageOfPage":{"@id":"https:\/\/bilky.es\/centro-de-ayuda\/como-registro-a-mis-clientes\/#primaryimage"},"image":{"@id":"https:\/\/bilky.es\/centro-de-ayuda\/como-registro-a-mis-clientes\/#primaryimage"},"thumbnailUrl":"https:\/\/bilky.es\/wp-content\/uploads\/2022\/06\/141468990_article15-section1.png","datePublished":"2022-06-23T09:53:13+00:00","dateModified":"2026-02-11T12:55:54+00:00","description":"Bilky Help Center: guides, articles, and resources to resolve platform questions. Find quick answers or contact our team.","breadcrumb":{"@id":"https:\/\/bilky.es\/centro-de-ayuda\/como-registro-a-mis-clientes\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/bilky.es\/centro-de-ayuda\/como-registro-a-mis-clientes\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/bilky.es\/centro-de-ayuda\/como-registro-a-mis-clientes\/#primaryimage","url":"https:\/\/bilky.es\/wp-content\/uploads\/2022\/06\/141468990_article15-section1.png","contentUrl":"https:\/\/bilky.es\/wp-content\/uploads\/2022\/06\/141468990_article15-section1.png","width":1920,"height":1044,"caption":"\u00bfC\u00f3mo registro a mis clientes?"},{"@type":"BreadcrumbList","@id":"https:\/\/bilky.es\/centro-de-ayuda\/como-registro-a-mis-clientes\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Portada","item":"https:\/\/bilky.es\/"},{"@type":"ListItem","position":2,"name":"Centro de ayuda","item":"https:\/\/bilky.es\/centro-de-ayuda\/"},{"@type":"ListItem","position":3,"name":"\u00bfC\u00f3mo registro a mis clientes?"}]},{"@type":"WebSite","@id":"https:\/\/bilky.es\/#website","url":"https:\/\/bilky.es\/","name":"Bilky","description":"All your management, a single portal","publisher":{"@id":"https:\/\/bilky.es\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/bilky.es\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/bilky.es\/#organization","name":"Bilky","url":"https:\/\/bilky.es\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/bilky.es\/#\/schema\/logo\/image\/","url":"https:\/\/bilky.es\/wp-content\/uploads\/2025\/12\/logo-bilky.svg","contentUrl":"https:\/\/bilky.es\/wp-content\/uploads\/2025\/12\/logo-bilky.svg","width":81,"height":32,"caption":"Bilky"},"image":{"@id":"https:\/\/bilky.es\/#\/schema\/logo\/image\/"}}]}},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/bilky.es\/en\/wp-json\/wp\/v2\/centro_de_ayuda\/2384","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bilky.es\/en\/wp-json\/wp\/v2\/centro_de_ayuda"}],"about":[{"href":"https:\/\/bilky.es\/en\/wp-json\/wp\/v2\/types\/centro_de_ayuda"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bilky.es\/en\/wp-json\/wp\/v2\/media\/2802"}],"wp:attachment":[{"href":"https:\/\/bilky.es\/en\/wp-json\/wp\/v2\/media?parent=2384"}],"wp:term":[{"taxonomy":"category_centro_de_ayuda","embeddable":true,"href":"https:\/\/bilky.es\/en\/wp-json\/wp\/v2\/category_centro_de_ayuda?post=2384"},{"taxonomy":"tag_centro_de_ayuda","embeddable":true,"href":"https:\/\/bilky.es\/en\/wp-json\/wp\/v2\/tag_centro_de_ayuda?post=2384"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}