How do I add new clients?

To add a new client, you need to follow these simple steps.

Web App

Go to “Clients” and Tap on “Add New Client”
Fill in all the details of the client like personal details, account details, property details, and any other additional details
Set payment terms as per your convenience
Click on “Save” to add them to your clients’ list

iOS/Android

Click on the Clients
Tap on the “+” button
Tapping “+” pops-up two options: “Create New Client & Import From Address Book”
Tap on Create New Client
Add all the details of the client like personal details, account details, property details, and any other additional detail
Enable “Business Address is same as Shipping Address” to make it permanent
Set payment terms as per your convenience
Click on “Save” to add them to your clients’ list