How do I add a new client?
Click Clients, then New Client, fill in the contacts and create the client. BOSS then runs credit and approves the client.
- Click Clients, then New Client.
- Fill in the main contact and billing contact. You can attach the client's services agreement if you have it.
- Click Create client.
The client starts as New. BOSS then runs a credit check and vetting. Assignments for the client can't start until BOSS approves it.
Questions? Contact BOSS Support at support@backofficenow.com.