How to register a new client in the system

Registering clients is a simple and quick process. When you upload transactions in bulk, the client’s registration is automatically created with the information from the reports that were uploaded. In this case, you can edit the client’s information instead of creating a new registration. For clients making their first transaction, simply follow this registration process.

1️⃣ On the left-hand menu, click on the "Clients" option.

2️⃣ On the clients screen, locate the "New Client" button. Click it to start registering a new client.

3️⃣ A form will appear, and you can choose to complete the entire client registration or enter just the main information to speed up the process. The main information required is:

• Client's name
• Phone number
• Date of birth
  
  Then, click on "Register Client".

4️⃣ After registering the client in the system, to add more information or store documents, simply search for the name or phone number in the clients screen and click the found registration. Inside the registration, click on the "Edit Client" button.

5️⃣ Here, you can complete the registration with other important details. In the "Other Information" tab, you can include additional details such as previous addresses or information about any blocks with money transfer companies/payment banks. This way, other team members will have a clear overview of how to handle each client.

6️⃣ Attach the client's documents: This is essential to keep all information organized, ensure compliance with legal requirements, and facilitate quick access to data whenever necessary. See here a tutorial with detailed information on how to store documents correctly.

✅ Now, with all the information and documents organized, you can manage everything in a practical and secure way. 🚀