How to Add a Client

Modified on Thu, 4 Dec at 7:54 PM

Adding a new client to Cerely ensures that all client records are correctly captured and available for rostering, billing, and contract management. Follow the steps below to set up a new client profile:

1. Navigate to the client tab located in the top menu bar

2. Click on the add client button in the right hand side menu

3. Enter the trading name of the new client

Important: This should be the Trading Name, not the Legal Entity Name.
The legal entity (e.g., Pty Ltd name) will be added in the next steps under the ABN/ACN sections.

4. Click the add button

5. Complete all *mandatory fields with the client's information

Field	Description
Status	Set to Active to make the client available in the platform
Company Name	Enter the client’s full legal entity name
Risk Rating	Select a risk rating to identify the client’s service complexity or risk level
Phone Number	Enter the main contact number
Services	Choose one or more services you provide to the client from the dropdown
Fax Number	Enter fax number if applicable
State	State where the client’s head office is located
Division	Select relevant division(s) the client belongs to
Email Address	Enter the primary contact email
Sector	Select the business sector the client operates in
Website	Client’s website address, if applicable
ABN	Enter the client’s valid Australian Business Number (ABN)
ACN	Enter the client’s Australian Company Number (ACN), if applicable
Primary Manager	Select the primary account manager from your internal team
Commencement Date	Date you commenced services with the client
Terms of Service (TOS)	Add or link the service agreement document or terms
Secondary Manager	Optional – assign a secondary contact for backup support
Contract Term	Specify the contract length from commencement (e.g. 6 months, 12 months)
Price Review Date	Date for reviewing pricing adjustments
Address Information	Include street address, suburb, and postcode of the client’s head office
Description	Optional – add internal notes or context for reference

6. Click the save changes button

Your new client will now appear in your client list, allowing you to manage their details effectively within the system.