Below we'll cover advanced client creation and walk you through the steps to add a new client group or entity.
For a detailed overview of creating a listing, watch this video demo.
For a guide on creating individual clients, head over to this article.
Quick Video Tutorial:
Steps to Create a Client Group or Legal Entity
Go to your Client Tab
Create Individual Client Accounts first .
Create Group or Legal Entity
Click Group/ Legal Entity.
Type in the how you would like the client group or legal entity to appear on contracts.
Click Add User and enter the new client's email address
If the client has not been created yet, when typing in the email address click +Create in the dropdown which will create an individual account for that client.
Once you have added the users click Next.
Invite your client to create their Free GIC account.
You can choose to send this invitation now or at a later time.
If you toggle to Yes, you can send them a custom email.
Click Done.
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