With the Clients Page, you can easily add all of your client’s information, edit their details, and maintain organized records of all contacts associated with each client.

Adding Clients

To begin building your client list, navigate to the Clients page on your navigation menu.

Screenshot of the contacts page in your Wethos account and how to manage your client list

Once there, you can click the Create Client button to build your client list. If you’ve already started your client list, you can click on the “new client” button to continue building your client list. You’ll be prompted to enter their name, select the industry your client is in, and select the size of your client: 1-10 employees, 51-200 employees, or 500+ employees.

Steps on how to add a new client to your Wethos Account Contacts page

Once you've filled out this information, select Create Client to save it to your account. The Clients tab will display your list of clients for quick reference:

Screenshot of the contacts page and where to see the full list of clients you have added

Editing Existing Clients

If you need to edit your client’s information, here's how you can do so:

Click on the name of the specific client you wish to edit
Select the Edit icon on the right-hand side to the Client name
Make the necessary updates to the client's information
Save your changes to ensure they are reflected accurately

Adding more contacts to your Clients’ information

We know that your clients may have various points of contact for different aspects of their projects. Whether it's an accounts payable contact responsible for ensuring timely payments or other key stakeholders, our system allows you to maintain a record of all relevant contacts.

Here's how you can add multiple contact records to each client:

Click into the client record you want to add a contact for
Select the “New Contact” button

Enter the contact's name and email address in the designated fields
Select "Create Contact" to save the contact and associate it with the client

You can view the saved contacts for a particular client on the left side of the client’s record page.

How to add new or additional details to client contacts on the Wethos Contacts page

If you want to edit the information associated with the contact, select the ellipses next to the contact record. From here, you can update the contact name and email address. Click “Save” to finalize any changes you made to the contact.

Still have questions? We're happy to help!