Adding clients is quick, easy, and will help you keep all things related to your client in one place rather than having to look through all your documents and files.  

  1. Click on Clients on the right-hand side at the top of the list above projects.
  2. Next, click on Add New Client. 

Fill out the required fields of an email address and full name of your client. (It’s good practice to fill out as much as possible here so you have all your client’s info in one place)  

 

Finally, click Add New Client at the bottom and you're done!  

Now, you can easily search up your client when creating new projects without having to manually enter the client’s info.  

 

 

 

 

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