How to Add a New Client

Step-by-Step Guide:

Navigate to Clients

1. Navigate to Clients:
   • Go to Clients > All Clients on the main sidebar.
   • Click the + Add Client button.

Enter Client Information

1. Enter Client Information:
   • Company Name: Enter the legal name of the client (e.g., "Westfield Property Group").
   • Primary Contact: Input the Name, Email, and Phone of your main point of contact. Note: This email is often used for automated reporting.
   • Billing Address: Enter the headquarters address for invoicing purposes.

Complete the Setup

1. Finish:
   • Click Create Client. You can now add specific Sites under this Client profile.