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Need to add a new client? Just follow these steps: Go to the menu and select Client > Add Client. Fill in the Client Information form: Name – Enter the client’s company or individual name. Location – Mention the city or region the client is based in. Address – Provide the full address for better records. Select the Type: Choose IT if the client is tech-related. Choose NON IT for non-tech clients. (Optional) Enter a Sub Account name if applicable. Set the Agreement Start Date – When the business agreement begins. Set the Agreement End Date – When the agreement ends. (Optional) Upload a client logo or image by clicking Choose File. Once everything is filled out, click the Save button . Your client has been added successfully! |