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
- Go to the Clients list
- Click Add Client
- Enter the client’s first and last name
- Select the team member who should be assigned as the client’s manager
- Select Continue or Save & Add Another
Assigning a Manager
When creating a client, you can assign a team member to manage it. The assigned team member becomes the primary point of contact and may receive notifications related to that client. You can change the assignment at any time.
After Creation
After the client is created, it 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
For questions, contact us at support@getnotehouse.com.