How do I add a Client in Basil?

To add a Client, first go to the 'People' tab, the 'My Clients' subtab, click the '+Add' button on the top-right, and click 'Client'. You can also add a Client from the 'Files' tab.

You can choose to use the Simple Client or Advanced Client mode.

If using the Simple Client mode, add the name of the Client. Then you may add and invite a Primary user.

If using the Advanced Client mode, enter the name of the Client, select the Client type, select the number of Workspaces required for the Client, and details of the Primary user of the Client (optional).

Client types by default can be Individual, Business Owner, or Corporation, which helps to view or filter by client types. Additional client types can be added by the Account Owner through Basil Settings. Clients created through the 'Simple Client' mode will have a type of Simple.

If you selected 1 Workspace, you can click the 'Add' button to create the Client with one default Workspace.

If you selected more than one Workspace, click 'Next' and enter the names of the Workspaces. You can also invite additional Client users to each Workspace. Click 'Save' to create the Client and Workspaces. Each Workspace will have Client Documents (External) and Client Documents (Internal) folders.