How do I add my first client?
Step 1: Navigate to the “Add Client” option
Step 2: Choose client type and enter basic details
Step 3: Add identification details
Step 4: Enter location details
Step 5: Save the client
Step 6: Manage existing clients
Step 7: Add more clients
Step 1: Navigate to the “Add Client” option
After logging into your Syanpro account, go to the menu and select “Add Client.”

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

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

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

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

Step 7: Add more clients
To add another client, click on “+ New Client” from “Clients” and repeat the above steps.


