Skip to main content

How to quickly create a client

Overview​

Use a minimal client creation flow when you need to start scheduling quickly and complete advanced details later.

Scope notes​

  • The exact "quick add" user flow can vary by environment.
  • Required fields depend on your organization's validation rules.

Before you start​

Make sure you have:

  • client name
  • main contact details
  • basic operational information

Steps​

  1. Open the client management area.
  2. Start a new client creation.
  3. Enter the minimum required fields.
  4. Save the client record.
  5. Review the client profile and complete missing details if needed.

Tips​

  • Use a consistent naming format for clients.
  • Validate contact details before sending proposals.
  • Complete assignment constraints before high-volume scheduling periods.