To add new clients, follow these steps:
1. In the main menu, hover over “Clients” and then click on “Add New”.
2. If you are on the clients’ page, you can create a new client by clicking on the “Create New Client” button in the upper right corner.
3. On the “Create New Client” page, the first step is to add “Client Details”. Fill in the client business name, phone number, address, city, postcode, and country, and then click on “Next”.
4. The next step is to add a site or business unit for the client by entering a site name, address, city, postcode, and country.
Please Note! You can add as many business units as you like at the same time by clicking on “Add Site”.
When you are finished, click on “Next”. The business unit/s you add here will be available in the next step.
5. The next step is to add the client's contact person by entering the contact name, contact email, and contact phone number.
You can choose whether this person will have access to the client portal. To give access, turn on “Access Client Portal”.
You can see the business units you added in the previous steps are available as checkboxes. To assign the person to a business unit, click on the checkbox. This will associate this person with the business unit selected.
Similar to the business units page, you can add as many contact persons as you like at the same time by clicking on “Add Contact Person”.
When you are done, click on “Next”.
6. In this step, you can review the information added. If everything looks good, click on “Finish” or else click on “Previous” to edit the information. Clicking on finish will take you to the client's list.
You have successfully added a new client. You should see the newly added client in the client list. To edit or delete client details, click on the “Actions” button dropdown and choose your desired action.