Introduction
In this article, you will learn how to add a new client to your Oviond account. This process is essential for managing and organizing your client data effectively.
Step-by-Step Instructions
Log in to your Oviond account
Navigate to the Oviond login page and enter your credentials.
Navigate to the 'Add Client' button
Click on 'Add Client' at the top right-hand side of the home page.
Fill in the Client Details
Client Name: Enter the name of your client.
Client Website: Input the client's website URL.
Select Currency: Choose the appropriate currency for the client from the dropdown menu.
Client Timezone: Select the client's timezone from the dropdown menu.
Save the Client Information
Once all the fields are filled, click on the 'Add Client' button to save the details.
Summary
By following these steps, you have successfully added a new client to your Oviond account. This enables you to start managing and tracking their data efficiently.
Related Resources
Part 2: Adding Your First Client
Learn how to add and manage clients in Oviond with ease. Set currencies, time zones, organize clients into folders, and perform bulk actions effortlessly.
How to add a client to a folder
Learn how to organize your clients into folders in Oviond with this step-by-step guide for better workspace management and efficiency.
How to delete a client from the home page
Learn how to delete a client from the home page in Oviond with this step-by-step guide. Ensure your client list is accurate and up-to-date with ease.