Docs / Clients / Adding a client

Adding a client

The two-step client wizard: identity, contact details and business details.

Create a client from New client in the client register, or from Quick Add → Client on the Dashboard.

Step 1 — Identity and contact

Client type

Choose how this client appears throughout GeoCRM:

Organisation — a company, government body or other business
Individual — a private client or sole individual

This sets the badge shown in the register and changes the name field in the next section.

Identity

Organisation name (or individual name) — required. This is the primary name used in projects, reports and search.
Display name — optional. Use it when the legal name is long or formal and you'd rather see something shorter in lists.

Contact details

Primary email and Secondary email
Primary phone and Alternate phone
Website

None of these are required to create the client, but the primary email is needed before you can email the client from a job.

Click Continue.

Step 2 — Business details

Commercial information — business numbers and billing address. These flow through to invoicing and to generated documents.

Click through to finish. The client is created and you land on their workspace.

Creating a client during job booking

You don't have to create the client first. The Create Job wizard lets you create a new project inline, and clients can be attached later from the project record. If you're booking urgent work, book it — tidy the client record afterwards.

# Adding a client

Create a client from **New client** in the client register, or from **Quick Add → Client** on the Dashboard.

## Step 1 — Identity and contact

### Client type

Choose how this client appears throughout GeoCRM:

- **Organisation** — a company, government body or other business
- **Individual** — a private client or sole individual

This sets the badge shown in the register and changes the name field in the next section.

### Identity

- **Organisation name** (or individual name) — required. This is the primary name used in projects, reports and search.
- **Display name** — optional. Use it when the legal name is long or formal and you'd rather see something shorter in lists.

### Contact details

- **Primary email** and **Secondary email**
- **Primary phone** and **Alternate phone**
- **Website**

None of these are required to create the client, but the primary email is needed before you can email the client from a job.

Click **Continue**.

## Step 2 — Business details

Commercial information — business numbers and billing address. These flow through to invoicing and to generated documents.

Click through to finish. The client is created and you land on their workspace.

## Creating a client during job booking

You don't have to create the client first. The **Create Job** wizard lets you create a new project inline, and clients can be attached later from the project record. If you're booking urgent work, book it — tidy the client record afterwards.