Adding a new client to your platform as an internal team member is a straightforward process. The following step-by-step guide will assist you in adding a new client to the platform.

Step 1: Accessing the Client Tab

Begin by navigating to the dedicated 'Client' tab on the platform.

Step 2: Initiating Client Addition

Once you are in the 'Client' tab, click on the plus icon located at the top of the page beside ‘Export CSV’.

Step 3: Inputting Client Information

Upon clicking the plus icon, a form will appear. Here, you will be prompted to input essential information about the new client. This information includes the client's name, contact number, email address, and a secure password. Take care to fill out all required fields accurately, ensuring the completeness of the client profile.

Step 4: Submission and Confirmation

After entering the necessary details, click the 'Submit' button to finalize the addition of the new client. This action triggers the platform to process the information and create a new client account.

Step 5: Post-Addition Management

With the client successfully added, you may now proceed to manage additional settings, permissions, or any other customizations required for the client account. This could include authorizing the client to place orders. For more information on authorizing clients, see the dedicated article.

By following these simple steps, you can ensure that your clients are seamlessly onboarded, allowing them to leverage the full range of services and features offered by your platform.