How to Add a Client

Adding a New Client

1. In the left-side menu, navigate to Clients.
2. Click Add New Client.
3. Enter a client name, ensuring it has at least 2 characters.
4. Click Submit to create the client.
5. Repeat as needed to add more clients.

Editing a Client

1. To edit a client, click the edit icon.
2. Make the necessary changes.
3. Click Submit to save.

Deactivating and Reactivating a Client

1. Instead of deleting, you can deactivate a client by toggling off the active status.
2. To reactivate a client:
   • Use the status filter and select Inactive.
   • Toggle the client’s active status back on to reactivate.