To get started adding a new client please navigate to your dashboard and select the icon that says Add Client. You can also add a client by clicking Clients in the left hand navigation menu. Clients->Add Client

The required fields are listed in red for First Name, Last Name, Email, Processing Status and Credit Agent. The credit agent would be you or a different company agent in your company office. You can optionally attach an affiliate agent to your client when adding the client

Once you have added your client a welcome email can be sent to them automatically. In the company offices tab you can select your main office, and then manage your email templates. You can activate or deactivate the templates per company office. You can also edit the content of the welcome email.