Skip to main content

​
Create a client

1

Open Clients

From Home, tap Clients, then Add New.
2

Enter details

On New Client, fill in:
3

Save

Tap Add Client.
New Client form

New Client form.

​
Client portal

Opening a client shows Client with two tabs:

​
Edit details

Helper text: Update customer details below, then tap Save Changes. Sections:
  • Basic Info
  • Contact
  • Address (can Edit address / Hide address)
  • Notes — No notes on file. or existing notes; Add a note
Bottom actions:
  • Save Changes (while editing)
  • Edit Details (from Activity)
  • Delete Client → confirm Proceed to deleting this client?
If you delete a client in Taliup HQ and add them again with the same email, HQ asks to restore the previous client so invoices and other history come back.

​
Activity

Use Activity Menu to switch sections: Quick Summary chips can show Invoices, Transactions, and Total Paid.