Client types is how you'll organize and group your clients. Using client types, you'll be able to set invoice terms, create specialized documents, apply special discounts, and more. This helps update your processes more efficiently because you can apply changes to a group rather than individual clients.
By default, you'll have the Regular Customer client type; however, you can make changes or add more client types. To add a client type, you'll click on Clients in your navigation menu, then from the drop down options, you'll click Client Types.
This will bring you to your list of client types. From there, you'll be able to click on the green Add Type button.
Once you click the green Add Type button, a popup window will appear where you can enter the Title, add any special discount this group should receive, and if you have a damage waiver and they are exempt you mark that here.
Once you have entered all the information, you click the green Confirm button. Your client type is now created and you'll be brought to your client types list. If you need to edit any of your client types, you can click on the pencil icon on the end of the row. You can also use the trashcan icon if you need to delete any client types.
If you have any questions or need more support creating client types, please reach out to our team at [email protected].