Adding Clients & Contacts in BMP

Procedure: Adding a New Client in BMP

1. Access the Clients Menu:

   • Log in to your BMP account.
   • Navigate to the Clients section.

2. Initiate New Client Entry:

   • Click on New Client.
   • Alternatively, use the Quick Actions button and select Add Client.

3. Enter Client Information:

   • In the form that appears, input the client's details.
   • The only mandatory field is First Name.
   • Additional information can be added after the client is created.

4. Save the Client Record:

   • After entering the necessary information, click Save.
   • This action will create a Client Card for the new client.

5. Verify Client Addition:

   • To confirm the client has been added, return to the Clients menu and locate the new entry in the list.

Note: A test client with your email address may appear in your Clients list initially. Use this test client to familiarize yourself with BMP features and view activities from a client's perspective.

Procedure: Importing a List of Clients

1. Open the Import Wizard:

   • In the Clients menu, click on Import to launch the Import Clients wizard.

2. Select Import Method:

   • Choose one of the following options:
     • Import from Square or Google Contacts – Directly import clients from these platforms.
     • Upload a Spreadsheet – Import clients using a CSV or Excel file containing the relevant fields.

3. Follow On-Screen Instructions:

   • Proceed with the import process by following the prompts provided by the Import Clients wizard.

Note: Ensure that your import file is correctly formatted and includes all necessary client information to facilitate a smooth import process.