How do I add my first client?

Step 1: Navigate to the “Add Client” option

After logging into your Syanpro account, go to the menu and select “Add Client.” add_client.png

Step 2: Choose client type and enter basic details

You can add a company or an individual as a client. For this example, we’ll proceed with adding a company. Fill in the following fields:

  • Company Name
  • Email ID
  • Mobile Number

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Step 3: Add identification details

Select the appropriate ID type from the drop-down menu (e.g., Commercial Registration Number). Then enter the corresponding:

  • ID Number
  • VAT Number

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Step 4: Enter location details

You can either search by location (city, address, place) or enter the address manually.

For manual entry, provide the following:

  • Address Line 1 (mandatory)
  • Address Line 2 (optional)
  • Building Number
  • Postal Code
  • City
  • Subdivision (if applicable)
  • District
  • Province

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Step 5: Save the client

After completing all fields, click “Save Client” to add the client to your list.

Step 6: Manage existing clients

Use the three-dot menu beside a client’s name to:

  • Edit client details
  • Inactivate the client
  • Delete the client

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Step 7: Add more clients

To add another client, click on “+ New Client” from “Clients” and repeat the above steps.

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