1. Click Clients in the sidebar navigation.
  2. Click the Add Client button.
  3. Choose the client type: Individual or Entity.
  4. Fill in the client details:
  • Name (required)
  • Email, Phone, Fax (optional)
  • For individuals: Gender, Date of Birth
  1. Add addresses (registered address and/or location addresses).
  2. Fill in any custom fields configured for your organisation.
  3. Click Save to create the client.