- Click on the freshOps Lime Cog in the top left from any screen to navigate you way back to the Homepage Dashboard
- Click New Client
- Complete the fields on this page. Client, Email and Address are *mandatory fields.
- freshOps addresses are Google maps powered. If possible, select from the Google listed address. Sometimes eve Google maps doesn't have a client full address stored, so you can edit the address fields as required.
You have a couple of choices when it comes to completing the addition of a New Client.
- You can DISCARD the New Client if you no longer need to Create New Client
- CREATE with the “Take Me To Create Visits” option marked will create your Client and take you to the next step in your setup where you can create a New Visit Schedule for your client
- Unmark the "Take Me to Create Visits" option and just create the client and return to the dashboard.