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What are Clients?

Simply put, clients are your customers.

All clients belong to a Client Group which is specified during account creation, or when editing a client. Each company has a "General" client group by default, and new clients are placed in this group automatically if not specified differently. As a result, creating a client group is not necessary to add a client, unless the client should be categorized differently or have unique settings that vary from the General group. Company > Client Groups have settings that make themselves unique from one another.

Creating Clients

To create a new client, click [Clients] > Add Client. A form will be presented with the following sections:

Contact Information

This section requests generic contact information, including name, street address, and email address.

OptionDetails
First NameThe client's first name.
Last NameThe client's last name.
Company/Org.The company or organization for the client.
TitleThe title for the client.
Address 1

Address line 1 for the client.

Address 2Address line 2 for the client.
CityThe city for the client.
CountryThe country for the client.
State/ProvinceThe state or province for the client. This drop-down is pre-populated once the Country is selected.
Zip/Postal CodeThe zip or postal code for the client.
EmailThe email address for the client.


Phone Numbers

This section allows an unlimited number of contact numbers for the client. Phone and Fax numbers can be selected and categorized by location such as "work" or "home". The first fax number entered for a client becomes the default fax number of the client.

OptionDetails
Type

The type of number. Can be one of the following:

  • Phone
  • Fax
Location

The location for the number. Can be one of the following:

  • Home
  • Work
NumberThe phone number, including area code and extension.


Billing Info

Here a client can be set to a tax exempt status, their Tax ID stored, and the preferred currency can be selected. When services are renewed they will renew in the client's preferred currency, though it is possible for a client to order services in different currencies if the order form allows such.

OptionDetails
Tax ExemptSelecting this option will make this client exempt from any taxes in auto-generated invoices.
Tax ID/VATINThe tax or VAT number for the client.
Preferred CurrencyThis is the currency the client will be billed in. By default, it's the company default currency.


Authentication

Each client requires a unique username and a secure password. In most cases, the client's email address makes a great username, and by default their email address will be used. However, a specific username can be entered by selecting "Specify a username".

OptionDetails
Username

The email address may be used as the username, or one may be specified. This option contains the following options:

  • Use email as username
  • Specify a username
PasswordThe password that the client will login with. (In combination with the username above).  A strong password can be automatically generated by clicking the "Generate Password" link.


Additional Settings

This section allows the clients language and group to be set. To add additional client groups visit [Settings] > [Company] > Client Groups, learn more. To add additional languages visit [Settings] > [Company] > [General] > Internationalization, learn more. All custom client fields also appear in this section.

OptionDetails
LanguageThe language for this client. Default is the company's default language. When the client logs in, this language will be displayed.
Client GroupClient's can belong to different groups. By default, the General group is used.
Send Account Registration EmailSelecting this option will send the account registration email to this client.
Opt-in to marketing emailsSelecting this option will opt the user in to marketing emails.  One effect of this is that the mass mailer plugin can send emails to this users.


After entering necessary details, click the "Create Client" button to create the client. Once a client is created, you will be redirected to the client's profile page.

Deleting Clients

Clients may be deleted by visiting the Profile and selecting "Delete Client" under Account Actions. All database information associated with the client will be permanently deleted including, but not limited to, invoices, services, and transactions.

Deleting a client can't be undone!

Instead, you may wish to mark the client as inactive, or fraud, which will prevent the client from logging in while still maintaining all of the client's information for future reference.

Finding Clients

Clients can be located under [Clients] > Browse or by using the search bar.

Client Profile

To view or return to a client's profile page click [Clients] to browse and sort a list of clients, then click the client's ID under the Client ID column or search for the client using the search field. All actions related to a client can be performed from the client profile. It is perhaps the most commonly used page within Blesta.


The client's profile is broken into two primary sections. On the left is the client overview pane, followed by the account actions list and amounts due and credits for each currency. On the right is a list of all widgets set to display in this section. This includes, at minimum, Invoices, Transactions, and Services. You can sort these widgets by clicking the widget heading and dragging it up or down the list of widgets. You may also minimize a widget by clicking the arrow icon in the upper right of the widget heading. The state of all widgets are saved across all client profile pages for the company you are currently logged into.

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