Creating an Individual Client
Use the Individual client type for residential customers, single homeowners, or personal accounts. The wizard walks you through three quick steps: choose the type, choose how to enter the data, and fill out the details.
Open the new client wizard
Go to Clients from the main sidebar.
Click + New Client in the top right.
The Client Creation Wizard opens.
Step 1: Choose Individual
On the Client Type screen, select Individual. This is the right choice when the primary record is a person (not a business entity).
Step 2: Choose a creation method
You can create the client manually or, on supported plans, start from a saved template. Manual is the standard path.
Step 3: Fill in the details
Full name (required)
Client ID: optional internal reference (auto-filled if blank)
Email and phone
Company and job title: only if relevant
Mailing address: entering the ZIP can auto-fill city and state
Industry, category, and notes
Assign team members
On the Team step, pick the Sales and Custodian users who should have access. You can add more later from the client's Edit screen.
Add tags (optional)
Tags help you filter and report on clients quickly. For example "VIP", "Residential", or "Net-30". You can add or change tags any time.
Save
Click Create Client. The new record appears at the top of your Clients list and is immediately available for proposals, documents, and the vault.
Note: Only Name is strictly required. Everything else can be filled in later from the Edit screen.