Client

Creating a Client

Learn about the required fields and process for creating a new client in Xtreim.

To successfully create a client in Xtreim, the following mandatory fields must be provided: First Name, Mobile Phone, Email Address. Please ensure that all required information is accurately entered.

Steps to Follow

  1. Navigate to the Clients section
  2. Click on 'Create New Client'
  3. Enter the client's First Name
  4. Enter the client's Mobile Phone number
  5. Enter the client's Email Address
  6. Fill in any additional optional information
  7. Save the client profile

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