Add a client

A client is a business you post for. Its posts, tasks, connected social accounts, files and invoices all live under it. You can add a client if you are the workspace's Super Admin or have the Manage clients permission.

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   Step 1: In the side rail, click Clients, then All clients. On the Active list, click New client at the top right.

   

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   Step 2: Type the business's name under Company Name.

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   Step 3: Under Account type, choose Company: a single brand. Pick Conglomerate: one login, multiple brands only for a group that runs several brands under one roof (see Clients with several brands).

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   Step 4: Fill in what you know of Contact Name, Email, Phone, Website and Billing address. They are all optional, and you can change them later.

   

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   Step 5: To give someone at the client a login now, enter their email under First team member (optional). Leave Admin (can manage this client's team) ticked if they should see the client's insights and billing and manage its logins. See What your clients see.

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   Step 6: Click Create client. You are back on the Clients list, with the new client in it.

What to do next

• Add the client's logo and choose its settings. See Client settings.
• Connect the client's social accounts, so lmnts can post for it. See Connect your social accounts.
• Give someone at the client a login, if you skipped it above. See Give a client a login.