<aside> 💡 Retainr Tip: Learn how to seamlessly add clients to your Retainr platform in 8 straightforward steps with our comprehensive guide.

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How to Add New Clients

Step 1: Access Your Dashboard

Log in to your Retainr account and navigate to your client page. You'll find a user-friendly interface designed to simplify client management.

Step 2: Access the client page

Next, click on the icon below to access your client page, where you'll find a list of all your clients.

Step 3: Click 'New Client’

Under the 'Add New Client' option, on the right side of your dashboard.

Step 4: Fill in Client Details

In the client creation form, provide the necessary details for the new client. Click on ‘Submit’ to save your client.