Go to the Admin Dashboard and select Clients from the sidebar. For onscreen prompts, select the ‘Show Tips’ button arrowed below.
Fill out the client information under the Details sections and select the Primary Contact for the Client if you have not already added the Contact, select Add Contact from the dropdown. This will create the Primary Contact for the Client.
Note: Clients can have more than one contact, which can be added into Other Contacts to access the same Client account.
Managers: Here you can assign Managers to the Client account. Managers feature is not available with the free version of Clientrol.
Manager Status: This can be toggled on or off – if you select off, it means the Manager’s status will not be visible to this client.
Client Logo: Here you can upload a logo for the client.
Favourite: If selected Yes, the Client will appear on the home dashboard widgets when logging in.
Here you can assign a plan to the client, once you have selected a Retainer you will need to add the information required.
For more information regarding Retainers, click here
When adding a new client, the default request form will be selected. You can create a custom form and assign it to the client here.
When you have finished entering the information, Save or Save & Exit.