Clients

Grow your business and create your client base

How do I create a Client?

1. Navigate to the Todo Tab Menu

2. Click the floating + button.

3. Click the New Client button

4. Enter the Clients First Name, Last Name & Address

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

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

5. Click the SAVE button.


Navigation
Quotes