How to add a new client

Modified on Tue, 5 Apr, 2022 at 12:38 PM



  • Log into GRATIS and select the Clients module from the main GRATIS menu and then click the Add button











  • A new screen will appear where you can add the company name, address and postcode. Once added click the green save button.





  • Once the save button has been clicked the new client is added to GRATIS.
  • You will now need to build the client profile by populating all of the relevant tabs (General,Address, Agent etc)
  • Remember to click the green Save button when complete







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