Client Onboarding

The Adding New Clients page features the Create New Client screen, a user-friendly interface designed to simplify the onboarding process for new clients. On this screen, you can input essential client details such as the client`s name, website, email, phone number, and any additional contact information. This ensures that all relevant data is captured and stored in an organized manner, making it easy to reference and manage later. By centralizing client information, the Adding New Clients page helps you streamline communication and build strong relationships from the start, setting the foundation for successful collaboration.