How to Create a Client
Clients are at the heart of retaincoda. Every project, invoice, proposal, and contract is linked to a client. Creating a client record is the first step to managing your business relationships.
Step 1: Navigate to Clients
Click "Clients" in the sidebar navigation, then click the "Add Client" button at the top of the page.
Step 2: Fill in Client Details
Enter the client's information:
- Name (required) — The client's full name or primary contact name.
- Email — Used for sending portal links, invoices, and communications.
- Phone — Contact phone number.
- Company — The client's business or organization name.
- Address — Full address including street, city, state/province, postal code, and country.
- Notes — Any internal notes about this client (only visible to your team).
Step 3: Custom Fields
If you've set up custom fields for clients, they'll appear in the form as well. Fill in any relevant custom data.
Step 4: Save the Client
Click "Create Client". You'll be redirected to the client's detail page where you can see their overview and start creating projects, invoices, and other records linked to them.
What You Can Do After Creating a Client
- Create a project for the client.
- Send them a proposal.
- Issue an invoice.
- Share portal access so they can view documents online.
💡 Tip:
You can also create clients by converting leads. See How to Convert a Lead to a Client.