How to Create a Client

Getting Started with XClause: Client Setup Guide

1. Log In to XClause 0:01

• Begin by logging into your XClause account.
• You may be greeted with a setup guide that provides step-by-step instructions.

2. Option to Hide Setup Guide 0:17

• If you prefer not to use the setup guide, you can choose to hide it permanently.

3. Add a New Client 0:33

• Navigate to the 'Clients' section.
• Click on 'New Client' or 'Add Client'.
• Enter the client's name.

4. Enable Client Portal 1:00

• Decide whether to enable the client portal: 
  • Enable Client Portal: The client will receive an email to log in and access contracts and onboarding materials.
  • Disable Client Portal: The client will receive a link to access contracts without a portal.

5. Create the Client 1:35

• After entering the name and selecting the portal option, click 'Create Client'.
• The new client will now appear in your client list.

6. View Client Details 1:56

• Click on the client's name to view details such as: 
  • Contracts signed recently
  • Pending signatures
  • Onboarding setups
  • Uploaded documents
  • Sites associated with the client.

7. Further Assistance 2:42

• If you have any questions, contact support at [e-mail] or use the chat feature for assistance.

Link to Loom

https://loom.com/share/fc8d52a8769d4522931248606eaeb0fd