Adding New Clients
Learn how to create client profiles with complete contact information and address details
Overview
The Clients page allows you to maintain a comprehensive database of your customers with detailed contact information, addresses, and additional notes. Client profiles are automatically linked to orders and track statistics like total revenue and order count.
To add a new client, click the "+ Add Client" button in the top-right corner of the Clients page. This opens the Add Client modal with multiple sections for entering detailed information.
Required Information
Client Name
The only required field when creating a client is their name. This helps you identify the client in your system and appears in order assignments, client lists, and statistics.
Tip: Use descriptive names that help you quickly identify clients. If you have multiple contacts at the same company, include their role or department in the name.
Contact Information
Email Address
The email field stores the client's primary email address. In the client list, email addresses are displayed as clickable links that automatically open your default email application with a pre-addressed message.
Phone Number
Store the client's phone number for easy contact. Phone numbers in the client list become clickable links that can initiate calls on supported devices.
Tip: Include country codes for international clients to ensure proper call routing.
Company Name
If the client represents a business, enter the company name. This appears below the client name in both table and card views, helping you distinguish between individual clients and corporate accounts.
Communication Preferences
Messaging Platform
Track how you primarily communicate with each client. The messaging platform dropdown includes common communication channels used in business interactions.
- Telegram
- Signal
- Facebook Messenger
- Instagram DM
- Discord
- Slack
- Phone
- Other (allows custom text entry)
Tip: If you select "Other", you'll be prompted to enter a custom messaging platform name.
Preferred Language
Specify the client's preferred language for communications. This helps ensure you communicate with them in the language they're most comfortable with.
Address Information
Google Maps Autocomplete
The address section includes Google Maps autocomplete functionality at the top. Start typing any address and Google will suggest matching addresses. When you select a suggestion, all address fields are automatically filled with the correct information.
- Click in the autocomplete field at the top of the address section
- Start typing an address (street, city, or full address)
- Select a suggestion from the dropdown list
- All address fields below automatically populate
Tip: The autocomplete field only appears when the modal is open. If you don't see suggestions immediately, ensure you've typed at least a few characters and have an active internet connection.
Note: After using autocomplete, you can still manually edit any address field to make corrections or add additional details like apartment numbers or suite information.
Manual Address Entry
You can also manually enter address information in the individual fields below the autocomplete field. All address fields are optional.
- Street: Street number and name (e.g., "123 Main Street" or "456 Oak Ave, Apt 2B")
- City: City or town name
- State/Province: State, province, or region (abbreviated or full name)
- Postal Code: ZIP code or postal code
- Country: Full country name
Address Display
In the client list views, if a city and/or country is specified, they appear together with a location icon. The full address is visible in the View Client modal.
Tags and Organization
Client Tags
Tags help you categorize and organize clients. Enter tags as comma-separated values. Tags appear as colored badges in the client list and are searchable.
- VIP, Repeat Customer
- Wholesale, Bulk Orders
- Educational, University
- Local, Priority
Tip: Use consistent tag naming to make filtering and searching more effective. For example, always use "VIP" instead of mixing "VIP", "vip", and "Very Important".
Note: In table view, only the first 2 tags are displayed with a "+N" indicator for additional tags. In card view, the first 3 tags are shown. All tags are always searchable and visible in the View Client modal.
Notes and Additional Information
Client Notes
The notes field is a free-form text area where you can store any additional information about the client. This might include special requirements, delivery instructions, payment terms, or any other relevant details.
- Special handling instructions (e.g., "Prefers PLA over ABS")
- Billing information (e.g., "Net 30 payment terms")
- Delivery preferences (e.g., "Always use FedEx, no UPS")
- Project history (e.g., "Working on series of architectural models")
- Communication notes (e.g., "Best to contact after 2 PM EST")
Tip: Notes are not displayed in the table or card views, but they are searchable and visible in the View Client modal.
Saving and Validation
Submitting the Form
Once you've entered the client information, click the "Add Client" button at the bottom of the modal. The client will be created immediately and appear in your client list.
- The modal closes automatically
- A success message appears confirming the client was added
- The new client appears at the top of the client list
- An entry is logged in your activity history
Validation Requirements
The only field that must be filled in is the client name. If you attempt to submit the form without a name, you'll receive a validation error message.
Validation Error: "Please enter a client name" - This appears if you try to save a client without providing a name.
Canceling
To cancel creating a client without saving, click the "Cancel" button or click outside the modal. No data will be saved and the form will be cleared.
Best Practices
Complete Contact Information: Fill in as many contact fields as possible. Having multiple contact methods ensures you can always reach your clients and provides backup options if one method fails.
Use Autocomplete for Accuracy: When entering addresses, use the Google Maps autocomplete feature to ensure accuracy and proper formatting. This helps prevent typos and ensures consistent address data.
Consistent Tag Naming: Establish a consistent tagging system before you have many clients. This makes filtering and organizing much easier later on.
Document Special Requirements: Use the notes field to document any special requirements, preferences, or important details about working with each client. This information can be invaluable for future orders.
Track Communication Preferences: Record the client's preferred messaging platform and language to ensure smooth communication and professional service.
Related Articles
Managing Client Information
Edit, view, and update existing client details
Understanding Client Statistics
Learn about auto-calculated metrics and revenue tracking
Search and Organization
Find and organize clients efficiently with search and tags
Client Actions
Duplicate, delete, and perform actions on client records