How to add a client

How to add a client

To add a client, follow the steps below:

Go to your Client dashboard
Select “Add client” in the top-right corner
Enter their details and fill out all required questions before selecting “Continue”.
Select the desired payment type (recurring, pay in full, or installments) and select “Continue”
If the payment type is recurring, input the price, type (monthly or weekly), and interval
If the payment type is installments, input the amount per payment and the number of installments
Review and customize your invite email. You can also attach attachments at the bottom of the screen (i.e client agreement contracts)
Select “Send email” to send your client their offer

Note: If you want to add a sample client, click here. Adding a sample client is helpful for previewing the content you're creating in Superset's client-facing app.

Need help or running into problems? Contact us here.

Updated on: 07/03/2024