Before creating a client, we recommend reading the article: Rules for Adding a Client. This will help avoid creating a duplicate client record in the database.

In this article, we will cover the most common method of adding a client, but we also recommend reviewing the article: Creating a Client.

To add a new client from the Clients section, go to the lower-right corner of the screen and click the + Add button.

When you click this button, a window will open where you can enter information about the new client. To add the client, you need to fill in the fields marked in red (mandatory fields). The other fields are optional. After clicking Save, the client will be available for use.