There are several ways to create a client in RemOnline:
Option 1. Create a Client Manually on the Clients Page.
Reminder: you can customize the client form on the Settings> Forms editor > Clients page. You can also set up a restriction on creating clients with the same phone number or email address on the Settings > General > Clients page.
Option 2. Import Clients via an Excel File.
On the Clients page, click the Import button. Download an Excel file sample, fill in the file and upload it back to RemOnline. Read more about importing clients and filling out the template here.
Option 3. Create a Client in a Work Order, Lead, Sale, or Create a Supplier in a Posting Document.
Enter the name of the client/supplier in the work order, lead, sale, or posting document. Click + or + Create client. Fill in the client information and save the changes.
Option 4. Creating a Client via the API or Online Connectors.
In addition to the above options, you can set up automatic client creation in RemOnline via the API. You can do it yourself using the available methods in the documentation or with the help of online connectors listed on the Integrations page.
This option will come in handy if you want to create clients from requests on your website or Facebook automatically.