Add a New Client

Clients are the brands and companies that book your talents, such as Nike or Chanel. In Flowboard, clients are listed under Customers.

Add a client

1. Click Customers in the left sidebar.
2. Click New customer.
3. Fill in the details:
   • Name: the client's name, for example "Nike". This is required.
   • Website, Tags and Notes (optional). Notes are for your team only.
4. Click Create customer.

The new client now appears in your Customers list, and you can pick them as the Customer when you add an event.

Add billing details and contacts

To add more details, click the client's name in the Customers list, or click the actions menu next to them and select Edit. The edit page has two tabs:

• Details: legal name, tax identification number, email, address and notes. Fill these in before you send the client an invoice.
• Contacts: save the people you work with at the client, such as a producer or brand manager. See Add a Contact to a Client.

Click Save changes after updating the Details tab. Contacts are saved as soon as you add them.

Good to know

• Each email address can only be used by one client in your agency.
• Use the search box on the Customers page to find a client quickly.