How do I add clients? How do I create accounts for clients?

  Frequent Questions

 

To manage the clients you work with, go to the Company main menu and then Clients section.

An “Occasional client” is already added by default. You can use this client for any one-time deliveries for which you don’t want to create a new client.

To add a new client, click on the Add button and insert your client’s information.

 

You can specify the default pick up address in the “Sender address” section. This address will be the one that appears by default for all the expeditions of this client.

You can also mark the exact position on the map. This will be helpful for new couriers and automatic route optimization.

 

A client can have multiple users, that can only be created by the admin from the Client’s details page. You can login as a client by clicking the login icon. This way you can check what informations he has access to.

LEAVE A COMMENT