#1 Tradesmen digital toolbox

How to create a client

Last modified: September 2, 2021
For versions:
You are here:
Estimated reading time: 1 min
Creating a client account
  1. Login to your account.
  2. Navigate using the right-hand sidebar to “client” and click to navigate to clients.
  3. In the top right-hand corner click the “Add New Client” button.
  4. Fill out the client form information.
  5. Once you have completed filling in the required information you can scroll down and click “save”.
  6. Once you have clicked save you have successfully created your first client.

Now you have completed creating your first client, it is worthwhile noting that there is another way in which you can create a client account. This is located within the lead section, where you essentially create a lead account and then convert into a client once they have purchased. The below is a step-by-step guide on how to achieve this.

Converting a lead into a client

  1. Navigate using the right-hand sidebar to “client” and click to navigate to clients.
  2. In the top right-hand corner click the “Add New Client” button.
  3. Fill out the client form information.
  4. Once you have completed filling in the required information you can scroll down and click “save”.

You have now successfully created a lead account that can be converted into a client account.

  1. Now you can click the “cog icon” in the far-right column, which will present a dropdown.
  2. Then you can click “change to client” in order to convert the lead to a client.
Was this article helpful?
Dislike 0
Views: 44

Continue reading

Previous: How to create a new lead

Ready to reclaim lost time?

Take Labourless for a test spin and decide for yourself if its a good fit for your business.