Adding a New Client

This guide walks you through the process of adding a new client to the OneClickWorker platform.

Accessing the Client Creation Form

Log in to your OneClickWorker account at https://app.oneclickworker.com/
Navigate to the Clients section from the main navigation menu
Click the "Add New Client" button in the top right corner of the clients list page

The client creation form is divided into several sections. All fields marked with an asterisk (*) are required.

Field	Description	Required
Company Name	The legal name of the client company	Yes
Industry	Select the industry that best represents the client's business	Yes
Company Size	Select the approximate number of employees at the company	No
Owner	Select the team member who will be responsible for this client relationship	No
Pipeline Stage	The current stage of your relationship with this client	Yes

Field	Description	Required
Company Culture & Values	Notes about the client's company culture and core values	No
Hiring Preferences	Information about the client's hiring preferences and requirements	No
Preferred Interview Process	Details about the client's interview process and expectations	No
SLA Terms	Service Level Agreement terms with this client	No
Billing Rate (per hour)	The hourly billing rate for this client	No
Billing Terms	Payment terms and billing cycle information	No

You can add one or more office locations for the client:

Field	Description	Required
Address Line 1	Street address	Yes
Address Line 2	Suite, floor, or additional address information	No
City	City name	Yes
State	State or province	Yes
Postal Code	ZIP or postal code	Yes
Country	Country name	Yes
Is Headquarters	Check if this location is the company headquarters	No

Click "Add Another Location" to add multiple office locations.

You can add one or more contacts at the client company:

Field	Description	Required
First Name	Contact's first name	Yes
Last Name	Contact's last name	Yes
Email	Contact's email address	Yes
Phone	Contact's phone number	No
Role	Contact's job title or role at the company	No
Contact Preferences	Notes about preferred contact methods or times	No
Notes	Additional notes about this contact	No

Click "Add Another Contact" to add multiple contacts.

Review all entered information for accuracy
Click the "Save Client" button at the bottom of the form
If there are any validation errors, they will be displayed at the top of the form
Once successfully saved, you will be redirected to the client details page

After creating a client, you can: