How to Add a Company Client

  • Updated on December 2023
  1. In the left-side menu, navigate to Clients
  2. Displayed on the page is the list of active company clients
  3. Click Add New Client
  4. Enter the client name, ensuring it has at least 2 characters
  5. Click Submit to create the client
  6. If you receive this message after submitting
  7. “The client name has already been taken”
  8. it means the client name has been created before and deactivated
  9. To reactivate the client, access the status filter and choose Inactive
  10. Turn on the toggle next to the client to activate it again
  11. The client has been added back to the active status list

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