Click on the People tab 

Click on "Add person in the top left hand corner 

Select the role for the person. A person record can have more than one role except an owner cannot also be a supplier.

Once the role(s) are selected, click next to "Roles" to close the drop down list then select Next

First and Last Name or Company name must be entered. Display name will be automatically displayed

Complete the address, more contact information, communication information, financial details, and trainer information. All of these details only need to be entered if required for this person/firm.

Notes can be entered

Click Save at the bottom right hand side of the screen