Go to Manage 👉 Clients, as seen below:

When on the client dashboard page, do as follows:

  1. Click on the "+Client" button in the top right corner

  2. Fill out the information to create a client

  3. Click on "Show more" to specify more attributes for the client (optional), as seen below:

The clients' overview can be exported as PDF, XLS or CSV by clicking on the Export as button.


Related topics:

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