Creating a Client

Frequently Asked Questions

Can I remove the “Email” field when creating a client?

The fields “Name”, “Phone Number”, and “Email” are system fields. They cannot be deleted or edited.

Can I merge client cards?

This feature is currently unavailable; it’s under development.

How to Create a Client in the System

Go to the “Clients” module and click the “Create Client” button in the bottom right corner of the screen. A window will open with fields to fill in the client’s information.

1. Select the client type — this determines the set of fields.
2. Enter the client’s information into the appropriate fields.
3. Save the client card.

The new client will automatically appear in the system.

Important!

When creating a client, the “Name” field is mandatory. We recommend entering the current phone number right away so that you can quickly contact the client later and set up automatic SMS notifications from the system.

If you need additional fields for client information:

1. Go to Settings > Client Fields
2. Add the necessary fields.

Important!

After adding a new field, go to the “Client Types” settings and make sure to assign the field to the appropriate client type — “Individual” or “Company”.

How to Delete a Client

1. Go to the client card
2. Click the edit icon in the top right corner
3. Delete the client

Important

Once a client is deleted, their card cannot be restored.

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