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Can I Create a New Client on a Project?

Learn how to quickly add a brand-new client profile directly from a project in Goodshuffle Pro.

Written by Colin Connor

This feature is available on all Goodshuffle Pro Plans.

If you’re working on a project and need to add a brand-new client who doesn’t yet exist in your directory, you can create their profile directly from within the project view - no need to leave your workflow!

Simply click 'Add Client' in the Client section
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Start typing their first name. If they don't already exist in your directory you can click 'Click to create new contact':

Finally, when you've added all the information (you can even link to or create a new company for this client, and even use their address as a venue) click 'Save' and the information will be added.
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