# 3. How to Add a New Customer

<span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(161, 163, 165); background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">1. Click Add</span>

<span style="color: rgb(161, 163, 165);"><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Navigate to the </span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Clients</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> section and click the </span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Add +</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> button.</span></span>

[![10,01 (27).jpg](https://wiki.wi.services/uploads/images/gallery/2025-04/scaled-1680-/1001-27.jpg)](https://wiki.wi.services/uploads/images/gallery/2025-04/1001-27.jpg)

<span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(161, 163, 165); background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">2. Fill in Details</span>

- <span style="color: rgb(161, 163, 165);"><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Email</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">: Enter the client’s email address.</span></span>
- <span style="color: rgb(161, 163, 165);"><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Password</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">: Set a secure password.</span></span>
- <span style="color: rgb(161, 163, 165);"><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Name</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">: Provide the client’s name.</span></span>
- <span style="color: rgb(161, 163, 165);"><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Phone</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">: Add the phone number, if applicable.</span></span>
- <span style="color: rgb(161, 163, 165);"><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Comments</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">: Write any notes related to the client.</span></span>
- <span style="color: rgb(161, 163, 165);"><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Active</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">: Check this box to activate the client profile.</span></span>

<span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(161, 163, 165); background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">3. Submit</span>

<span style="color: rgb(161, 163, 165);"><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click </span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Submit</span><span style="font-size: 12pt; font-family: Arial, sans-serif; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> to save the client profile.</span></span>

[![10,01 (28).jpg](https://wiki.wi.services/uploads/images/gallery/2025-04/scaled-1680-/1001-28.jpg)](https://wiki.wi.services/uploads/images/gallery/2025-04/1001-28.jpg)