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
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