Add a Client

SA allows you to add Clients in a number of ways. Most frequently, this is done from the Quick Add icon or the Client list. Both options open the same overlay.
Setting up a Client in Service Autopilot (SA) is a two-step process:

  1. Accessing the Add Client Overlay 
  2. Entering Client Information

Accessing the Add Client Overlay

From the Quick Add Icon

  1. Log in to SA on your desktop.
  2. Click the Quick Add icon in the navigation bar then select Client.

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From the Client List 

  1. Go to CRM > Clients.  

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  2. Hover over the Actions button and select Add Client.  

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    OR

    You can use the Add Client button on the top-right of the screen.

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Entering Client Information

Now that you've chosen a method to add a Client, the Add Client overlay appears:

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From this overlay, add the Client's information. All bold fields are required. You can navigate through the different tabs at the top of the overlay to fill out additional information.

Tip: Click the Billing tab to manage when a Client will be invoiced. This field is required. If you have a company default for this setting, then it will automatically populate.

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When you're done, click Save. After saving a Client, you can edit their information at any time.

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