To add a new client in the system, click on the “Clients” button in the main navigation. Type in all of the required information in the specified fields (First Name, Last Name, Company, E-mail Address), and click Save. Inserting the phone number is optional but recommended. If the client was successfully added, you should see a message bar that reads: “Your Client Has Been Added!” To add another client, simply repeat the steps above.
The system does not allow duplicate email addresses. Therefore, each client will have a unique email address to avoid multiple instances of a client.
Sometimes a user might add a client with a slight typo in the email address. If the client is already in the system under the correct email address, the email address with the typo cannot be changed to the correct email address as the system will not allow 2 of the same email addresses. Please take care to correctly spell all client email addresses..