To add a new client you will want to follow the following steps.
- On your main dashboard at the bottom of your screen to the left of the invoice button (Dollar sign), you will click the Clients tab.
- Next, you will be taken to your client dashboard. This is where you will see your list of active clients. On this screen, you will see an Add New Client button. If this is your first client, click this. (You can go to step 6 if this isn’t your first client.)
- The next screen will have you input your client’s basic information. Once you’ve done this, you’ll click Next.
- This next screen will have you input any additional information for this client such as phone, email, address, and website. Once you have completed this, you will click Next again.
- The next screen will have you verify the details are correct. If everything looks correct, you’ll click Confirm Details.
- The next screen will take you back to the client dashboard where you can click on individual clients to edit information. In the future, when you would like to add more clients, all you need to do is click the Plus (+) button in the bottom right-hand corner of the Clients page.