Articles on: Clients

Creating clients individually from the web portal

It's important for Handy's sales processes that you register your clients and their information. This information is used to plan visits, register sales, and many other processes.

There are two ways to create clients in Handy: individually or in bulk using a template. This article will show you how to create clients individually.

Important: Adding the zone is mandatory to create a client. We recommend that you have those already set up.

Creating clients individually

On the Handy web portal, go to the Main menu 🏢 and select Clients.

On this screen, you'll see your enabled Clients. Click on + Add new, then, from the options displayed, click Clients.

Handy will show you a screen where you can add all of your client's information. Remember, the more information you add, the more your salespeople will know about your client, helping them give a better service.

To know more about how to add your client's information, we recommend this article:

How to fill in client data

When you finish adding the client's information, make sure to click on "Save" to store all information correctly.

To learn how to create clients in bulk, please look at this article:

Creating clients in bulk from the web portal

Send us a message in the chat if you have any questions!

Updated on: 02/10/2026

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