Basil: How do I add a Client in Basil?

This article is intended users under the Basil Advanced plan. Basil Simple users can refer to this article.

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.

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. If Multi-Entity Clients have been enabled, the Multi-Entity Client Type will be selectable. Clients created when under the Simple tier 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.