Follow these steps to create a new client profile in the system.

Video tutorial

Learn More: For a visual guide on how to create a client, Watch the Video Link - https://www.youtube.com/watch?v=5_EE7nEGA0k

1. Navigate to the "Add a New Client" Page

After you have successfully logged in, navigate to the following location in the main menu:

Client Administration > Add a New Client

This will open the multi-page form for capturing client details.

2. Completing the Client Information

As you fill out the form, please take note of the following:

• Mandatory Fields: All fields marked with a red asterisk (*) must be completed before you can finish.
• Error Messages: Any warning or error messages will be displayed in red at the top of the screen, guiding you to the fields that need correction.
• ID Number: You must select the ID Type (e.g., South African ID, Passport) before entering the ID number. The system will automatically validate the format of South African and Namibian ID numbers.
• Date of Birth: The system will automatically calculate and display the client's age based on the Date of Birth you enter.
• Language and Currency: The available languages and the currency symbol (e.g., ZAR) displayed next to amount fields are determined by the country selected during the initial setup of your legal entity.

3. Navigating the Form

Use the on-screen buttons to move through the different sections of the client creation form.

• Next: Click to proceed to the next page of the form.
• Back: Click to return to a previous page. Important: Always use the on-screen Back button, not the back button in your web browser.
• Skip: If you do not have the information for a non-mandatory page, you can click Skip to bypass it.

4. Saving the Client Profile

1. Once you have entered all the available information on the final page, click the Finish button.
2. This will save the new client's profile to the database.
3. After a successful save, the system will automatically redirect you to the "Search for an Existing Client" screen.

Your new client has now been created, and you can proceed to create a loan or perform other actions for them.