How to Create a Client

Manually add a client

Click on the Clients page on the top navigation menu.

Once on the Clients page, fill in the Add a Client form and click the Add Client button.

No fields are required when first creating a client.

The newly created client will show up in the client grid.

To edit the new client, click on the client as shown in the image above. You will then be redirected to the client's personal page.