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Create a client

Editorial illustration of a client profile card being added to a folder, representing creating a new client record.

Create a client record from the Clients list. Enter Client Name, choose Client Profile, complete any required fields your agency configured, then open the new client on its Info Sheet.

Who this is for

Section titled “Who this is for”

Agency team members who add client records. Requires the Create Clients permission. Without it, Add Client does not appear.

Before you begin

Section titled “Before you begin”
  • At least one Client Profile template exists for your agency.
  • You are signed in to the correct agency workspace.

New to clients and profiles? See Core Concepts.

Steps

Section titled “Steps”

  1. Open Clients ( /clients (opens in new tab) ).

    Clients list header showing Bulk Import and Add Client
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  2. Select Add Client.

    The Add Client modal opens. Client Name and Client Profile are required.

    Add Client modal with empty Client Name and Client Profile fields and disabled Create Client button
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  3. Enter Client Name.

  4. Open Client Profile and choose the template for this client.

    Add Client modal with Client Profile dropdown open listing available profile types
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  5. Fill any additional required fields your agency configured on the client profile.

    These fields appear after the profile loads. Create Client stays disabled until required data is valid and field loading finishes.

  6. Select Create Client.

    Add Client modal with Client Name filled, Client Profile set to General, and Create Client enabled
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Expected result

Section titled “Expected result”

  • The new client opens on its Info Sheet.

  • Status defaults to Active Client and Priority defaults to Normal.

  • The client appears in your Clients list when you return to it.

    Client Info Sheet after creation, with Info Sheet selected, identity fields, Active Client status, and Normal priority
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Optional / variants

Section titled “Optional / variants”
  • Use Bulk Import on the Clients page when you need to add many records at once.
  • After creation, add contacts, notes, and other details from the client Info Sheet.

Troubleshooting

Section titled “Troubleshooting”
SymptomLikely causeWhat to do
Add Client is missingYou lack Create ClientsAsk a workspace owner to grant Create Clients
Create Client stays disabledRequired fields are empty, invalid, or still loadingEnter Client Name, choose Client Profile, and complete any agency-required fields. Wait for Loading required fields… to finish
Extra required fields appearYour agency marked fields as required on the client profileFill those fields before creating the client
Creation Failed / No agency selectedNo active agency workspaceSwitch to the correct agency or sign in again
Create Client never enables after choosing a profileField validation failed on a required custom fieldCheck inline errors on required fields below the profile selector

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