Add A Client

What details do I require?

Details required to add a client are:

• First Name
• Email Address (Used for contacting the client)
• Invoice Email (Used for sending invoices to)

How do I add a client?

To add a client, go to Clients and press the "Add Client" or "+" button.

You will be presented with a form to enter the clients basic details, only the 3 above are required. You can also add:

• Last Name
• Mobile Number
• Home Number
• NDIS Number
• Billing Address
• Service Address

Once done, press "Save". You will be taken to the client details page for your newly created client.