How Do I Add a Client to Moxie Suite?

This article reviews how can add a new client to your Moxie Suite Account.

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Adding a new client

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Adding a new client

1. Log in to your Moxie Suite account using this link

2. Within the Global Nav click Clients.

3. Once on the Clients page, click on the purple + button on the top right-hand side of your screen.

4.Once on the New client page, add the client's information

1. 1. First Name (i.e., Jane)
   2. Last Name (i.e., Doe) 
   3. Email (i.e., janedoe@gmail.com)
   4. Phone Number (i.e., 202 303 4455) 
      
      1. All additional details are optional
   5. Once all of the above information has been completed hit "Add" on the top right-hand side of your screen 

Ta-da! You just added a new client to your client list. You will be able to see their client card added and are able to find it if you scroll down or search for the client on your screen. 

Watch the video walkthrough below on how to add a new client to your Moxie Suite Account.