Manually Adding a Client – Bring Clients to Life in Your System

Adding a client manually isn’t just about filling a form — it’s about building a profile that represents your client in your workspace. Here’s how you can do it step by step.

Navigate to Add Client

• From the Side Navigation, go to Clients > Add Client.

• Click on Add New to open the client creation page.

• This is your canvas to create a brand-new client profile.

Add the Client Name

This is where the smart workflow kicks in:

• In the Client Name field, type the client’s name.

• Once typed, a button labeled “+ Add New [Client Name]” appears below.

• Click this button — and just like that, the name is officially registered into the system.

This isn’t an auto-suggestion — it’s a confirmation button. Until you click it, the client name isn’t added.

 Personalize with a Photo (Optional)

• Add a profile image — could be the client’s headshot, company logo, or even a project reference image.

Enter Client Details

Fill in the rest of the essentials:

• Email Address

• Phone Number

• Company / Organization Name

• Address / Location

• Any other information fields available in the form

The more details you provide, the richer and more useful the client profile becomes.

Save and Create

• Once all details are in, click Add Client.

• The client is instantly added to your Client Master Grid Table.