3. How to Add a New Customer 1. Click Add Navigate to the Clients section and click the Add + button. 2. Fill in Details Email : Enter the client’s email address. Password : Set a secure password. Name : Provide the client’s name. Phone : Add the phone number, if applicable. Comments : Write any notes related to the client. Active : Check this box to activate the client profile. 3. Submit Click Submit to save the client profile.