Adding New Clients

Adding a new client in our software is a straightforward process that enables you to keep track of all your clients and their related information.

The client information can then be used to create projects, link contacts, and monitor project performance.

In this tutorial, we will guide you through the steps required to add a new client to the software. With a well-organized and up-to-date client database, your organisation will be able to streamline its operations and ensure that projects are running smoothly.

To view clients, go to ‘Registers’ > ‘Clients’

1. Click “Clients”
2. Click “Add New Client”
3. Fill in the form.
4. Note that your form may look different if you have the ‘have clients signup themselves’ option selected under Organisation > General
5. Click “Save”

Request Account

Enabling ‘Request Account’ will ask the client to fill in 3 references when they are sent an email request to update their details.