The 3 ways to add a client to an agency
The options differ depending if it's a new client, an existing client or additional clients being added to the agency.
1 - Adding a new client to an agency
To add a new client to the agency > Open the Agency > Start typing the client's name in the Client Search Box > Select New Client from the drop-down.
Enter the client's details > Click Create
The agency bookings tab is displayed with the newly added client's details at the top and also in the dropdown menu next to Manage. Ready for a booking to be added.
On the clients screen (Managed) will appear after the client's name
2 - Adding an existing client to an agency
To add an existing client to the agency > Open the Agency > Start typing the client's name in the Client Search Box > Select them from the drop-down box.
Optional - Existing bookings and artwork will stay on the client record unless you choose to import them to the agency.
Should you wish to import existing bookings & artwork the client has to the agency > Select Manage > Click Import Bookings and Adverts at the bottom of the screen.
All existing Bookings and Artwork for the client selected will now appear on the Bookings & Artwork Tab of the agency.
3 - Adding additional clients to an agency
To add additional clients to an agency > Open the agency > Click the dropdown box displaying the existing client's name > Click Add New.
To add a new client > Start typing New Client into the Client Search box and select New Client > Enter their details > Click Create.
or
To add an existing client
Start typing the client's name into the Client Search box > Select the client from the drop-down list.
The agency bookings tab is displayed with the newly added client's details at the top and also in the dropdown menu next to Manage. Ready for a booking to be added.
