Add a new client to your workspace

Capture detailed contact information, company data and more – all from one streamlined form.

Overview

Adding clients is the first step to keeping all your customer data organized. A full client profile stores names, emails, phone numbers, addresses, tax IDs and internal notes, so your whole team have the context they need.

💡 Quick version? Check out Use Quick Add to create a basic record in seconds.

Steps

1. From the left navigation, click Clients.
2. In the top-right corner, hit the blue Add New button.
3. A slide-in panel titled New Client opens. Complete the fields:
   • Full Name (Required)
   • Client Type – Individual or Company (Required) • Optional contact & company fields (Email, Phone, Company Name, Registration Number, Website, etc.)
4. Scroll down to Address Information to add location details. Start with Country then pick a City – the list updates automatically.
5. (Optional) Fill any Additional Details like Source or assign the client to a teammate.
6. Add internal Notes that only your team can see.
7. Click Create Client at the bottom-right.

That's it! You'll see a confirmation toast and the new client will appear in the list.

Troubleshooting

1. Required field warning – Fields marked with an asterisk must be completed before saving.
2. Invalid email – Double-check for typos; the platform accepts standard name@domain.com formats only.

Next steps

• Navigate and find the right client with Search & Filters.
• You can also Change a client's status.