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How to create client profile?

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When you sign up a client the first thing you want to do is add that client to Guardso dashboard by creating a detailed profile. In Guardso client profiles play a major role in how you manage your clients, define post sites and link them to clients profiles, assign guards and much more.

To create a client profile, just follow these simple steps.

Step 1: First go to the main menu and select Clients. From the drop down menu again select Clients. You will see the list of all the clients you have added in the system.

Click on the button called Add New Client.

Create Client Profile

 

 

Step 2: In the next window you see a form where you need to add as much information as possible about the client. Make sure to add client name, contact information, phone number and address to the client profile.

Once you have added all the information simply click on the Submit button and you have it. You have just created your first client profile in Guardso.

Create Client Profile

 

You can further check the step-by-step tutorial on our youtube channel by clicking here. (link)
If you have any more questions, please feel free to contact us anytime by simply starting a live chat from the chat box at the bottom right corner of your screen.

How to create client profile?

When you sign up a client the first thing you want to do is add that client to Guardso dashboard by creating a detailed profile. In Guardso client profiles play a major role in how you manage your clients, define post sites and link them to clients profiles, assign guards and much more.

To create a client profile, just follow these simple steps.

Step 1: First go to the main menu and select Clients. From the drop down menu again select Clients. You will see the list of all the clients you have added in the system.

Click on the button called Add New Client.

Create Client Profile

 

 

Step 2: In the next window you see a form where you need to add as much information as possible about the client. Make sure to add client name, contact information, phone number and address to the client profile.

Once you have added all the information simply click on the Submit button and you have it. You have just created your first client profile in Guardso.

Create Client Profile

 

You can further check the step-by-step tutorial on our youtube channel by clicking here. (link)
If you have any more questions, please feel free to contact us anytime by simply starting a live chat from the chat box at the bottom right corner of your screen.

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