Use Quick Add to create a client in seconds

Great for when you only have a name now and want to fill the rest later.

Why use Quick Add?

Sometimes you just need to jot a potential client down without diving into full details. Quick Add stores the essentials (name, email, type) so you can keep moving and enrich the profile when you have time.

Steps

1. While on Clients (or any page with a "+" shortcut), click the Add Client icon.
2. The Add New Client pop-up appears with just three fields:
   1. Client Name (Required)
   2. Email (Optional)
   3. Client Type – defaults to Individual.
3. Hit Add Client.

A success toast will confirm the save and the record becomes immediately available in the main client list.

Next steps

• To complete the record, open the client profile and click Edit.
• Want full control from the start? Use Add a new client instead.
• Navigate and find the right client with Search & Filters.
• You can also Change a client's status.