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  • Apr 6, 2025
  • 1 min read

Add A Client


Adding a new Client on Ensurely only takes a few clicks. You can add a client at any time, and there is no limit on how many Clients you can have.

How To Add A Client

  1. On the Clients page, click on the "Add +" Button under the New Client tile:



  1. Fill out the form with all the information you'd like to store about this Client. Only a name is required, every other field is optional.

  2. When you're done, click the "Save" button at the bottom

  3. After your new Client is saved, you will still be in the tab to edit that Client. If you are done making changes, scroll back up and click the "X" button at the top right to return to the Client Overview.




 
 
Clients Overview

Keep track of the people you work with all in one place with the Clients tab

 
 
Filtering Clients

Looking for a specific person? With filtering, narrowing down your Clients can be as granular as you'd like.

 
 
Edit A Client

Editing a client is just as easy, and can be done at any time. Just open up the detail view, make your changes, and save.

 
 
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