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'.
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✨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.
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✨Tip: For more help with filling up the client type, read our guide for Choosing Client Type. |
- Once you’ve finished, hit ‘Submit’.
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The client details you entered have now been saved to the StarAgent database.
Next Steps:
- Go to 'Clients'.
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- Navigate to the newly created client profile, and click on 'Liaison'.
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- Add further information as required, and click on 'Submit'.
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- You can use the 'Tags' option to set the keywords a client can be searched by.
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✅ See StarAgent Glossary to get a better understanding of the terms specified in this guide.