Add clients

Add a new client record in Consult and complete its profile.

This guide explains how to add a new client in Consult.

Permissions required

Only users with the Manage Clients permission as part of their role can access this feature.

Note: If you can access Manage > Clients in the top navigation, you already have the required permissions.

Add a new client

To add a new client:

1. From the navbar, go to Manage > Clients. The clients overview page displays all existing clients.
2. Click New client in the top-right corner of the page.
3. Complete the form with the following information:
   • Name: The client’s name.
   • Account Lead: The responsible account lead, selected from the dropdown.
   • Payment Terms: The default payment term.
   • Client Code: A short code identifier for the client.
4. Click Create to add the client.

You are redirected to the client’s profile page, where you can update additional details if needed.