Adding a New Client
You may find that you need to onboard a person who isn't already in your clients list, or you haven't previously worked with.
From your Clients page, you can add a New Client which will both add them to your clients list and create their journey.
If this is for a team on which your role is Participant, an Owner or Contributor would need to do add the client on your behalf.
See Team Overview and Permissions for more information.
- In the top-right of the Clients page, use the + New Client button.
- In the New Client window that appears, enter the client's First Name and Last Name, and choose the Status of their associated Journey.
