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How to add clients via All Clients?
How to add clients via All Clients?

Learn how to conveniently add clients to your Omnify account through the 'All Clients' feature, ensuring accurate customer management.

Kabandi Saikia avatar
Written by Kabandi Saikia
Updated over a week ago

Add a Client

  • Go to Dashboard

  • Click on Clients and then on All Clients

  • Click on the Add Client Button on Top Right corner of the page

  • Enter the Name, Email ID and Phone Number.

  • To add additional Information, click on the Add Additional Information link

  • You can also send "Welcome Email" while you add the new client.

  • Click on Add button

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