Creating a Client on Desktop
To build your client structure in your JCards account, always start by creating a client. These steps apply to the desktop platform only.
- 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.
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