Create Clients

Grow your business and create your client base

How do I create a Client?

1. Navigate to the Clients Menu from the sidebar (refer to Navigation - Clients Menu).

2. Click the Add sub-menu option under the Clients Menu.

3. Select Client Account Type (Business or Private) & Enter Company Name if Business Account

3. Enter the Client Contact Person First & Last Name

4. Enter the Clients Address, Clients Contact Person Email (to be used as the username) & Phone Number (to used for the OTP when signing in)

5. Click the SAVE button.

Delete Clients