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Create a client when you have a new paying customer to add to your book. You can add clients one at a time through the interface, or import many clients at once via CSV.

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Create a client

1

Open the client list

Click Clients in the sidebar to view your client list.
2

Start creating

Click the + New client button in the top-right corner, or press Shift + C from anywhere in the app.
3

Enter the head of household

Fill in the first and last name of the primary contact. This person becomes the head of household.
4

Add contact information

Enter at least one contact method—email address or phone number. This helps you reach the client and enables email tracking.
5

Set the service tier

Choose a service tier (A, B, C, or D) based on the client’s priority level. You can change this later.
6

Save the client

Click Create to add the client to your book.
Your new client appears in the client list and you’re taken to their detail page.

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Required information

To create a client, you need:
  • Name — At least a first name or last name for the head of household
  • Contact method — Either an email address or phone number
Everything else—tier, tags, custom fields—can be added later.

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Add household members

After creating a client, you can add additional household members:
1

Open the client record

Navigate to the client’s detail page.
2

Go to the Household tab

Click Household in the client record navigation.
3

Add a member

Click Add member and choose the role:
  • Partner — Spouse or life partner
  • Dependent child — Minor children
  • Other adult — Adult family members
  • Other dependent — Adult dependents
4

Enter their information

Fill in the person’s name and contact details.

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Create multiple clients

To add several clients in quick succession:
1

Enable 'Create more' mode

In the create client dialog, toggle on Create more at the bottom.
2

Create the first client

Enter the client information and click Create.
3

Continue adding

The dialog stays open with cleared fields. Enter the next client and repeat.
4

Finish

When done, click Cancel or press Escape to close the dialog.

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Add tags during creation

You can categorize clients with tags as you create them:
  • In the create dialog, click Add tags
  • Select one or more tags from your book’s tag list
  • Tags help you filter and organize clients later
Tags are configured at the company level. If you don’t see the tags you need, ask your admin to create them in Settings → Company → Tags.

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Next steps

Client detail page

Learn to navigate the client record

Import clients

Bulk import from a CSV file

Create tasks

Add follow-up tasks for your client

Send email

Email your client from Slant