How to add a new client

Modified on Mon, 20 Apr at 2:38 PM

These are the instructions on how to add a new client (company) to GRATIS.

From the main GRATIS menu, open the Clients module.
Click the Add button.

In the new client screen, enter the client’s company name, address, and postcode.
Click the green Save button. The new client will now be added to GRATIS.

Build the client profile by completing all relevant tabs (for example: General, Address, Agent, etc.).
- Source, Event Consultant, Accommodation Consultant and Account Manager are mandatory fields and must be completed before the client can be fully set up.

Remember to click the green Save button again when you’ve finished updating the profile.