Create New Client

To create a new client:

  1. Select Clients on the main menu, and select the + New Client button.
  2. The New Client dialog opens. Enter the client Name and Phone number.
  3. Enable the Custom Rotation Policy toggle if required
  4. Switch the Enable Site Login if required (required the Site product).
  5. Switch the Enable Windows Sync toggle if required. If enabled, more options become available. Enable the toggle where required.
  6. Click Create once all required details has been added.