Just like talents, store and manage your entire client details in StarAgent, so that your whole team would have everything needed for work organized in a single place! If you've questions on how to add new clients and their details on StarAgent, keep reading this guide.
Things To Bear In Mind
- Workspace owners/admins and agency members who're provided access to the clients' tab can add new clients.
- You can add as many clients as you'd like, regardless of the subscription you’re enrolled to.
Add A Client
- Click on the ➕ Plus icon on the top right of your dashboard screen, and select 'Client'.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69001237139/original/4h5Fg8vGDqEGm7ac6VvKtNXs11jG_TqJGg.png?1616672387)
✨Tip: '+Client' circular tab on the dashboard is an easy way to access the 'Add New' client page. |
- On the next page, fill out all client details.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69001237140/original/nQH75ea5haw5KR7XYIk3Uy9iAwwuetCMcQ.png?1616672394)
✨Tip: For more help with filling up the client type, read our guide for Choosing Client Type. |
- Once you’ve finished, hit ‘Submit’.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69001237142/original/Ak9GtxNIhMRYlPY_wg9O5bHPIAebPrDSvQ.png?1616672404)
The client details you entered have now been saved to the StarAgent database.
Next Steps:
- Go to 'Clients'.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69001237143/original/BkYn1SOyMCtBYgquac3594zj9Qy0pNnxHg.png?1616672411)
- Navigate to the newly created client profile, and click on 'Liaison'.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69001237147/original/nptBy2jbxw5i3C64esNEuWcXCxd1MwXtAA.png?1616672418)
- Add further information as required, and click on 'Submit'.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69001237153/original/P0i4Ff8i9z3G2kOvZcLPNZa2gtOqVCbiYw.png?1616672424)
- You can use the 'Tags' option to set the keywords a client can be searched by.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69001237154/original/ayVyRtj2HJKv4VZki4Pxqe12bWJEuGC94w.png?1616672431)
✅ See StarAgent Glossary to get a better understanding of the terms specified in this guide.