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.

To manually add a client:

1. Navigate to the side navigation and select Client> Add client.

2.  Click on add new, so manually you can add client.

3.  This action will direct you to a page where you can input all necessary information about the client.

4.  You also have the option to upload a photo of the client. Click on this option if needed. 

5.  After providing all the required information, click on "Create Client." 

6. Once you've clicked "Create Client" the client will be created and saved in the Client Master grid table.