Creating and Editing Clients
Create New Client
To create a new client, first navigate to the list of clients by clicking the “Clients” tab in the navigation bar. Once on the client list, click on the “Create Client” button in the top-right corner.
After you click the “Create Client” button, the “Create Client” popup will open where you can define the client name, address, and logo. Once you have filled out the relevant information, click the “Create Client” button in the popup.
Edit Client
To edit a client, first navigate to the client detail page by going to the list of clients and clicking on the client you want to edit from the list. You will land on the client details page. From here, click on the “Edit” button in the top-right corner.
After you click the “Edit” button the “Edit Client” popup will open where you can modify the client name, address and logo. Once you have modified the relevant information, click the “Update” button in the popup.