How to Add a Client in Arez

Purpose

This guide explains how to add a new client in the Arez platform.

Step 1: Navigate to Clients

1. From the left-side menu, click Clients & Sites and then select Clients.

2. On the Clients page, click Add New Client in the top-right corner to create a new client.

Step 2: Complete Contact Information

The Add New Client form will open on the Contact Information tab.

Fill in the required fields:

• Client Logo (optional)

• Search Company (optional lookup)

• Registered Company Name*

• Company Registration Number

• Trade Name*

• Email Address*

• Phone Number

• Date of Creation

Tick the privacy policy checkbox, then click Save & Next.

Fields marked with an asterisk () are mandatory.*

Step 3: Complete Client Information

Move to the Client Information tab and enter any additional client-specific details required.

Review all information, then click Save & Next.

Step 4: Add Location Information

In the Location Information tab:

Enter:

• Postcode*

• Use postcode lookup/search if required

• Business Address

• Choose a Client Colour (used for identification within the system)

Step 5: Save the Client

Once all details are completed:

1. Review the information

2. Click Save & Close

The client will now be added to the Clients list.

Need to add multiple sites? View the Bulk Upload Sites guide here:
https://help.arez.io/docs/how-to-upload-multiple-sites-for-an-existing-client-using-bulk-upload