Step 4 – Set up Clients

Clients are the businesses and individuals you do business with. For internal use, these may be the departments within your organisation.

You need to create at least 1 client before you can create jobs.

To Add a Client:

Click Clients in the navigation menu of the left of the dash.

Getting started - add clients nav bar

Click Add New

Getting started - add clients

Add the Client company name, add them to a Group (if you have more than one) and click Save

clients-add-form

Optional – Add Client Users:

You will now need to add Client Users. Client users provide 2 benefits:

  1. Your client users have the option of logging in – once logged in they may book jobs by themselves & view the entire backlog of jobs linked to them.
  2. You may specify a client user as a contact. Contacts will automatically be notified when you mark their job as complete.

To add a client user, click Add New under the Users section:

clients-users-add

Give the Client a User Name and add their first & last names

users-name

Add the Clients email address, contact phone number and assign a password

users-contact

Click Create User and the new Client User will be saved*

users-create

*If the “send password to user” box is ticked the password and User Name will be emailed to the client.

users-password

Optional – Add Notes to the Client User:

Once a Client is created you can add notes to their profile.

Click on the yellow icon in the right hand side of the Client List

clients-users-notes-icon

Click Add New

clients-users-notes-add

Add the note text information about the Client

clients-users-notes-form

Click Save to keep or Cancel

clients-users-notes-save

Just one last step and then you can get started!