Creating Your First Client
Clients are the foundation of your workspace in Nizam. Creating a client record allows you to manage projects, send invoices, track proposals, and keep all important information in one place.
Before You Begin
Have your client’s basic contact information ready:
- Full name (first and last name are required)
- Email address (required)
- Company name (required for business clients)
- Billing address (optional, but helpful for invoicing)
Creating a New Client
- Navigate to Clients from the sidebar
- Click the New Client button
- A form will slide in from the right side
Choose Your Client Type
Select the type that matches your client:
- Individual: For freelancers, sole proprietors, or personal contacts
- Business: For companies, corporations, or organizations
The client type affects how the name is displayed throughout Nizam. Individual clients show the person’s name, while business clients display the company name.
Tip: You can change the client type later if needed.
Fill Out Client Information
Complete the form with your client’s information. Fields marked with an asterisk (*) are required.
Individual Clients
Enter the client’s name and email address. You can also add a middle name and phone number.
Business Clients
In addition to the primary contact’s name and email, you’ll need to provide the company name.
Add a Billing Address (Optional)
If you plan to send invoices, add the client’s billing address. Use the country selector to choose the correct country, then fill in the street address, city, province/state, and postal code.
Note: If you enter any part of an address, all address fields become required to ensure complete billing information.
Save Your Client
Click Submit to save. You’ll be taken to your new client’s detail page where you can:
- Add notes about your conversations
- Create projects and track work
- Send proposals and agreements
- Generate invoices
Assign a Pipeline Stage
Your client will automatically be assigned to your default pipeline stage. This helps you track where they are in your sales or onboarding process.
You can update the pipeline stage anytime to reflect the current status of your relationship.
Pro Tips
✅ Choose the right type from the start: The client type affects how names display throughout your workspace. Individual clients show “John Smith” while business clients show “Acme Corporation.”
✅ Complete the billing address now: This saves time when you create your first invoice. You won’t need to hunt down address details later.
✅ Use consistent naming: Establish a pattern for how you enter names (e.g., always use full legal names for invoicing).
Common Questions
1. Can I change the client type after creating a client?
Yes! Edit the client and select a different type. Keep in mind that the display name will change based on the type you choose.
2. What happens if I don’t have all the information?
You only need a name and email to create a client. You can add the rest of the information later when you have it.
3. Why does the form require a complete address or none at all?
This ensures billing accuracy. Incomplete addresses can cause issues when generating invoices or sending physical mail.
