In this article, you will learn how to add clients and specify client details as contacts to your DesignFiles account.
1. On the Menu, click Contacts to open the Clients page.
2. Click the Add Client button beside the Find a client⌠search bar.
3. The Add a Client window will appear. Enter the clientâs credentials:
Email Address
First Name
Last Name
4. In the Shipping Address section, enter the following information:
Number & Street; Address Line 1 and/or Address Line 2
City
Country
State/Province
Zip/Postal Code
Phone Number
5. After specifying the client details, click the Save Changes button to add the client.
đĄ Tip
Want some help organizing your clients and contacts? Book a free setup call and we'll get your contact list and client access set up together. No prep needed, and all skill levels are welcome.
