Please see step by step instructions for adding a client manually from the dashabord π
1. From the sidebar click on Customers
2. Click on Clients
3. In upper right hand corner, click on Add new
4. Type first name
5. Type last name or first letter of last name
6. Type email address
7. Click on Add new client π
π‘ Hot tip! You need a minimum of first and last name and email address to create a client! You can certainly add more info and you can create settings for making phone number mandatory when client joins using Custom Fields!