Adding New Clients

The Add Client form captures all essential information needed for client management, allowing you to create new client profiles quickly.

To add a new client:

1. Click the "+ Add client" button at the top left side of Clients List dashboard.

2. Fill in the required fields:

• First and Last Name

• Company name (optional)

• Phone number ( it is your responsibility to collect consent from your customers)

• Email address

1. Additional details:

• Enter complete address

• Select or add a new source

• Get consent for text messages

1. Click Save to create the client profile