How to Create a Client

Adding a new client to Notehouse takes just a few moments. Once created, the client record becomes the central place to manage notes, important dates, contact details, and more.

Table of Contents

• How to Create a Client
• Assigning a Manager
• After Creation

How to Create a Client

1. Go to the Clients list
2. Click Add Client
3. Enter the client’s name
4. (Optional) Add additional details, such as contact information or custom fields
5. Select a team member to manage the client
6. Create the client

Assigning a Manager

When creating a client, you can assign a team member to manage it. The assigned user becomes the primary point of contact and may receive notifications related to that client. You can change the assignment at any time.

After Creation

Once created, the client appears in your clients list. From the client record, you can:

• Add notes and attachments
• Set important dates
• Apply tags
• Complete contact or case details

If you have questions, contact us at support@getnotehouse.com.