<h2 style="text-align:start;"></h2>
<h2 style="text-align:left;">Overview</h2>
<p style="text-align:start;">To build your client structure in your JCards account, always start by creating a client. These steps apply to the desktop platform only.</p>
<h3 style="text-align:start;"></h3>
<h3 style="text-align:left;">Steps</h3>
<ol>
<li>Select the “Clients” tab on the left-hand side navigation bar.</li>
<li>Select the “Add Client” blue button along the top navigation.</li>
<li>Add your client profile details. Select between the Company and Individual client type, and complete their primary contact details. You can also upload a client logo or graphic for easy reference in your dashboard.</li>
<li>Select "Create Client" to save your details.</li>
</ol>
<p style="text-align:left;">You have successfully created your first Client.</p>
<h2 style="text-align:start;"></h2>
<h2 style="text-align:left;">Next</h2>
<p style="text-align:left;"><a href="https://help.jcards.com.au/getting-started/creating-a-job-on-desktop/" target="_blank"><ins>Creating a Job on Desktop</ins></a></p>
<h2 style="text-align:left;">Related Articles</h2>
<p style="text-align:left;"><a href="https://help.jcards.com.au/getting-started/creating-a-client-on-mobile/" target="_blank"><ins>Creating a Client on Mobile</ins></a></p>
<p style="text-align:left;">We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via <a href="mailto:support@jcards.com.au" target="_blank"><ins>support@jcards.com.au</ins></a></p>



Overview
To build your client structure in your JCards account, always start by creating a client. These steps apply to the desktop platform only.

Steps
Select the “Clients” tab on the left-hand side navigation bar.
Select the “Add Client” blue button along the top navigation.
Add your client profile details. Select between the Company and Individual client type, and complete their primary contact details. You can also upload a client logo or graphic for easy reference in your dashboard.
Select "Create Client" to save your details.
You have successfully created your first Client.

Next
Creating a Job on Desktop
Related Articles
Creating a Client on Mobile
We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via support@jcards.com.au

Creating a Client on Desktop

Editing Clients on Mobile

Inviting Team Members on Mobile

Creating a Client on Mobile