Module 3: Adding Clients and Client Types

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

Next Steps

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