Articles on: Client Management

Adding a Client

Managing your clients is simple with Tidyflow. Whether you're looking to quickly add a client as you work or systematically through your settings, we've got you covered.

Quick Add from the Top Menu

For a fast and efficient way to add a new client while you're in the flow of work:

Click on the + button at the top menu.
From the dropdown, select Add new client.
Fill in the client's details in the pop-up form:
- Name: Enter the full name of the client's company.
- Reg. Number: Provide the registration number if applicable.
- Complete other relevant fields such as the client's website, location, and tags.
Click Create to add the client to on Tidyflow.

From the Clients Section

If you're already managing your clients or need to add more detailed information:

Navigate to the Clients section in the sidebar.
Click on Add new client.
You'll be presented with a form similar to the quick add. Here, you can input more detailed information if needed.
After filling out the form with the client's information and any additional details, click Create.

With these two methods, you can seamlessly add new clients to your practice management software, keeping your client list organized and up to date.

Updated on: 06/03/2024

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