How to add a client

Follow these simple instructions to add a new client:

1. Click on the Clients tab at the top.
2. Click the Add a New Client link in the top right.
3. The only required field is the name of the client, however, we suggest filling out all information you have for this client.
4. Team Users section: Ensure that you select any users from your company that will need to have access to this client. Users that are PRO Administrators will not display on this list because the Administrator roll has access to all clients.
5. When done click the Add Client button at the bottom.
6. The new client will now be visible under the Clients tab.