Part 2: Adding Your First Client

​Add Your First Client Now​

Master Client Management: Add, Organize, and Delete

In this video, you'll learn how to efficiently add and manage clients in Oviond. We cover the steps to add a new client, including setting the base currency and time zone, which are crucial for accurate reporting and automations. You'll also see how to group clients into folders for better organization, and how to perform bulk actions like adding multiple clients to folders or deleting them.

This guide is perfect for users looking to streamline their client management process in Oviond. Watch now to get started!

Step-by-Step Instructions

Adding a Client

1. Log in to Your Oviond Account

   • Navigate to Oviond's login page and enter your credentials.

2. Click 'Add Client' on the Home Page

   • In the header at the top right-hand side, click the 'Add Client' button.

3. Fill in Client Details

   • Fill in the client's details including name, email, and any other required information.

4. Save the Client

   • After filling in the details, click 'Save'. The new client will now appear on your home page.

Removing a Client

1. Select the Client to Remove

   • Find the client you wish to remove on your home page and click on their profile.

2. Remove the Client

   • Click the 'Delete' button at the top of the screen.

Adding Multiple Clients to a Folder

1. Select Multiple Clients

   • Hold down the 'Ctrl' key (PC) or 'Command' key (Mac) and click on the clients you want to select.

2. Perform Bulk Actions

   • With the clients selected, you can now perform bulk actions.

3. Add to Folder

   • Click on the 'Add to Folder' option in the quick action menu at the top of the screen.

4. Create or Add to Existing Folder

   • Choose to create a new folder or add the clients to an existing folder.

Additional Information

• Tip: Ensure all client data is backed up before removal to avoid loss of important information.

• Tip: Use folders to keep your client list organized and make it easier to manage multiple clients at once.

Summary

By following these steps, you can easily add and remove clients in Oviond, helping you manage your client list efficiently.

Related Resources