If you are new to adding clients to your system, you want to ensure that you have client types (groups) and settings properly configured first before you actually add a client. Please follow this checklist to get started!

Step 1: Create a Client Type

Step 2: Enabling Search Types to be Ordered

Step 3: Configure Pricing

Step 4: Configure Packages and Bundles

Step 5: Adding a New Client

Step 6: Users and Permissions

Note: When setting up a demo client, navigate to ordering options, and place orders to go on-hold. Instead of automatically dispatching, all test orders will go to the on-hold queue for cancelation.

Optional Step:

If you will be configuring clients that have multiple locations and need to be structured together for billing or other purposes, we will need to setup branches.

Step 8: Configure Client Branches

You are ready to add clients to your system! Please go proceed to our next module!