Add a Client to Contract
You can add a client directly to a project/contract by clicking “Add” in the client section. This is the person to whom the contract will be sent.
Search by name for an existing client,
or type in a name, select "Click to create new contact," enter the contact details, and then click "Save".
Adding a new contact to your Directory
Three options will be displayed:
New Client
New Company
New Venue
Adding a New Client
Use this option to add a new contact. To add a client to a contract, all you need 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.
Adding a New Company
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 to send the contract. Learn more about linking a client to a company here.
Adding a New Venue
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 venue, you will still need to add a client to send the contract. Refer to this article to learn how to quickly and easily add a venue to a contract.
Pro tip: You can link a venue to a client from the client's contact. This ensures the venue is automatically added to the project when the client is added. Review the GIF below to learn how to do that.
