Adding a Client

Create a new client record with contact and company details, and optionally issue portal access.

Last updated: October 30, 2026

New clients are created on the Add New Client screen. The form captures the client's own contact details, their company information, and whether login credentials should be emailed to them.

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How to Add a Client

Open Add Client.
Enter the First Name, Last Name, and Email Address.
Enter a Password, if one is being set manually.
Select the Dial Code and enter the Mobile Number.
Select the Country, State, and City.
Enter the Address.
Under Company Details, enter the Company Name and Company Website URL.
Enter the Company Address.
Tick Send Registration Mail to Client to email login credentials.
Click Save.

Client Details Fields

Field	Description	Required
First Name	Client's first name	✔
Last Name	Client's last name	✔
Email Address	Client's email address, used for login credentials	✔
Password	Password for the client's portal account	Optional
Dial Code	Country dial code for the mobile number	✔
Mobile Number	Client's mobile number	✔
Country	Client's country	✔
State	Client's state	✔
City	Client's city	✔
Address	Client's address	Optional

Company Details Fields

Field	Description	Required
Company Name	Name of the client's company	✔
Company Website URL	Company website, shown as a link in the Client List	✔
Company Address	Company's address	Optional

Sending Registration Mail

Ticking Send Registration Mail to Client emails the client their login credentials and an OTP, so they can sign in to the portal.

After Saving

The client is added to the Client List with their contact and company details.
Where registration mail was sent, the client receives login credentials and an OTP by email.
Fields left blank are shown as - - or Null in the list.

Select the country before the state, and the state before the city. Each dropdown is filtered by the selection above it.