To add a client, first click on Clients in the toolbar and then click on New Client in the upper right corner of the clients screen.
The following sections have been provided to assist with adding clients to the system:
Enter Basic Information
After clicking on New Client, you will be presented with an entry form. Only the items with an asterisk are required; however, the more you enter into the system, the easier the client will be to manage.
Name and Email
Required items include a Name and Email. Additional fields on the entry form are optional for adding clients to the system.
- Name - Either the name of the company or the individual when a freelance provider.
- Email - Should be the primary contact's email information.
Client Type
Additionally, you can configure the type of client by using the Type drop-down menu. The client types is helpful in identifying the client in the system and can be configured as a corporation, translation agency, freelance translator, etc. Each is denoted in the client screen by a specific icon.
Separate Billing Address
Creating a Login
Save the Client
