In the Clients tab search and select a Client. The Client details will then bring up the Add Client, Edit Client and Delete Client buttons.
**The Add Client and Edit Client buttons will only be visible if you are a HowNow Online Administrator and don't have an XPM or CCH iFirm connection.
**Delete button will only be visible if you are a HowNow Online Administrator.
Click on Add Client.
Enter the Client information as prompted to setup your new Client.
**Note: If you have a connection to Xero Practice Manager or CCH iFirm set up you will not be able to Add a contact via HowNow Online. Please do this via your third party software and wait for a synchronisation to happen which is every six hours from midnight UTC.