Add a client directly to a project/contract by clicking “Add” in the client section. This is the person that will the contract will be sent to.
Search by name for an existing client, or click the option to add a new contact.
Three options will display:
- New Client
- New Company
- New Venue
Use this option to add a new contact. All that is needed to add a client to a contract is their name and email address (though you can fill out other details, including special terms or discounts!) Click “Save” to add the client to the contract.
Use this option to add a company to the project / contract. Fill in the company name, email, and website for the company to get started. *Please note that even if you add a company, you will still need to add a client in order to send the contract.*
Use this option to add a venue to the project / contract. Fill in the venue name, email, and contact for the venue to get started. Please note that even if you add a veue, you will still need to add a client in order to send the contract.
To quickly and easily add a venue to a contract, refer to this article.