FAQ - Add a client

1. Where can I add a new client?

From the main menu of the application, click on “Clients”, then click “Add” in the top right corner of the screen.

2. Do I need to choose a client type?

Yes.
When adding a client, you must select the client type:

• Individual

• Company

3. What information is required to create a client?

You must enter at least:

• First name

• Last name

4. Can I edit the information after adding the client?

Yes.
Click the pencil icon in the top right corner of the client record to make changes.

5. What if I make a mistake while entering the information?

Before clicking “Add”, you can correct any fields.
If the error is noticed after adding the client, you’ll need to edit the client record using the pencil icon in the top right corner.

6. How do I confirm the client has been added?

Once all the information is entered, click the “Add” button to save the client in the system.