Add a new client in a designer workspace

1. 1

   Open clients in the sidebar and choose new client at the top of the list.

   Shop · clients → new client

2. 2

   Enter the client name, using the household, family or company name you use for them (for example Smith Family), the client email, and a phone number if you have one.

   The client name and email are required. The email is the address proposals are sent to.

3. 3

   Under primary address, enter the address, city, state and ZIP / postal code. Add a location name such as Primary residence if it helps you tell locations apart.

   Address, city, state and ZIP / postal code are required. You can add delivery, receiver and other locations after saving.

4. 4

   Only if someone other than the client is your main contact, open separate primary contact (optional) and enter their first name, last name, email and phone.

5. 5

   Choose save & create project. The client is saved and the new project screen opens with that client already chosen.

Worth knowing

• You can also add a client while creating a project: type a new name in the client box there. See Add a new project.
• To start a project for a client you already have, open the client and choose create project.

Next

• Add a new project in a designer workspace
• Create and send a proposal to a client