Use this article to add a new client on the Contacts → Clients screen with their contact details, address, source, tag and gender, then confirm the client appears in the Clients list and on their profile. The example adds Marcus Reed.
How do I open the new client form?
To open the new client form, go to Contacts → Clients and click ① Add New Client at the top right of the Clients list.
What do I fill in under Contact Basics?
In the Contact Basics section of the new client form:
① Select Contact Type is already set to Client; you can add more types here if the same person is also a lead or vendor.
② Status is Active for a current client.
③ Tick Contact is a minor only for someone under 18.
Enter ④ Full Name, ⑤ Email, ⑥ Phone and ⑦ DOB (date of birth).
Note: Full Name, Email and Phone are required; the form shows "must not be empty" under any you leave blank. Once the basics are complete the section collapses and shows COMPLETED; click its header to open it again.
How do I add the address, source, tag and gender?
The address, source, tag and gender go in the Details & Tags section of the form:
Enter the ① Street and ② Postal Code.
Leave ③ Country as United States, pick ④ State / Region and type ⑤ City.
⑥ Source records how the client found you.
⑦ Tag lets you label the client; you can pick several tags.
⑧ Gender is optional.
Tip: The gear icon next to Source and Tag opens the management dialogs where you can add your own sources and tags.
How do I submit the new client?
To submit the new client, click ① Submit at the bottom of the form.
How do I check that the client was created?
To check that the client was created: the form closes and the new client appears in the Clients list, showing ① the name with the email underneath and ② the tag you chose.
Click the name in the list to open the client profile. ① The name sits under the avatar and ② Contact Info shows the email, phone, full address and the age calculated from the date of birth.
