This guide provides step-by-step instructions on creating a new client within the system.
Upon your first login to the application, you will be greeted with the dashboard screen. To begin, select the "+Create" button to set up your first client profile.
Accessing the Client Creation Section
Once you've set up your first client, you can add more by following these steps:
Navigate to the dashboard and click on the logo to access the "Manage Clients" list.
Click the "+ Create" button located in the top-right corner.
You will be redirected to a new page where you can enter the necessary client details.
Completing the Required Sections
To successfully create a client, you must complete the Client Basic Details section. Additional sections can be completed at a later time by editing the client profile.
Entering the Client's Basic Details
For detailed instructions on adding or updating client basic details, please refer to the following guide:
Additional Client Setup
Once you've entered the basic details, you may choose to proceed with further configurations right away. Alternatively, you can configure the additional sections at a later time.
Adding Client PAYE and HMRC Details
Guide to Adding/Updating PAYE and HMRC Details
Adding Client Bank Details
Guide to Adding/Updating Client Bank DetailsAdding Pay Items
Guide to Adding/Updating Pay ItemsAdding Pension
Adding Pay Cycles
Guide to Adding/Updating Pay CyclesCreating Organisational Structure
Guide to Creating Organisational StructureAdding Notes
Guide to Adding/Updating Notes
By following these steps, you will successfully create and configure a new client within the system.
Note: You can click Exit Setup (on the left corner) on any step of the client setup process
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