In the video tutorial below, we'll cover the steps to add a new individual client.
For a detailed overview of creating a listing, view the video demo here.
For a guide to client groups, head to adding an advanced client.
Quick Video Tutorial:
Steps to Create an Individual Client:
1. Go to your Client Tab.
2. Click the New Client button at the top right of your screen.
3. Fill in the client's information and click Next.
4. Choose if you want to send the client an email invitation now, which is optional.
If you want to skip this for now, click Done with the toggle set to No. You can always send them an invitation from their profile in the future when you're ready.
If you want to send an invite, set the toggle to Yes and customize the invitation to your client. Click Done to send and create the client.
5. Your client has been created and will appear in your Clients tab. You can now add documents to their client profile, create transactions, and send them messages from the system.
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