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What client information do I need to provide when adding a client?
What client information do I need to provide when adding a client?

Adding Clients

Updated over 2 weeks ago

When adding a client, you’ll need to provide the following details:

  • First and Last Name: Enter the client’s full name.

  • Date of Birth: Specify the client’s birthdate, including the day, month, and year.

  • Email Address: Provide the client’s email for communication.

  • Country Code and Mobile Number: Ensure the country code is selected from the dropdown menu and enter the client’s phone number.

  • Gender: Choose the client’s gender from the available options (male, female, non-binary, transgender, other, prefer not to say).

  • Country: Select the client’s country of residence.

You may also add linked contacts if needed, but this is not a required field when adding a client.

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