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How to add new client?

Attention! Images are for informational purposes only and may differ from what appears on your screen.

 

Follow these steps to add a client using the Smart Patrol web platform:

1. Access the Website

Open your preferred web browser and navigate to https://smartpatrolapp.com.

2. Log In or Create an Account

- If you already have an account, enter your credentials (email and password) on the login page and click "Log In."

- If you don’t have an account yet, create a new one by following the registration process on the website (e.g., provide email, password, and name).

3. Navigate to Clients

- Once logged in, locate the left sidebar menu on the dashboard.

- Select “Clients” to display a list of currently added clients (Image 1).

Image 1

- The "Clients" page includes a table listing details such as:

  • Client names

  • Cities

  • Addresses

  • Contact information

  • Dates

  • Action buttons: "View," "Edit," and "+ Add."

4. Click "+ Add"

- On the "Clients" page, find the "+ Add" button located at the top right of the client list table.

- Click this button to open the form for adding a new client (Image 2).

Image 2

5. Fill in Client Details

- Enter the required information for the new client in the following fields:

  • Name (required): Enter the client’s full name.

  • City: Specify the client’s city.

  • Address: Provide the client’s full address.

  • Mobile: Enter the client’s mobile phone number.

  • Telephone: Add a landline number if applicable.

  • Email: Input the client’s email address.

  • Assign to Facility: Select a facility from the dropdown menu if the client is associated with a specific location (default is "Select").

  • Image: Optionally, upload an image by clicking "Select the file" (supports JPEG/PNG formats, max 1 MB).

  • Note: Add any additional comments or details about the client in the text area.

6. Save the Client

- After filling in the details, click the "Save" button at the bottom left of the form to add the client to the system.

- If you decide not to proceed, click the "Cancel" button to discard the entries and return to the client list.

7. Verify the Addition

- Once saved, the new client will appear in the "Clients" list.

- Confirm this by checking the table or using the search bar at the top of the page to find the client by name.

Additional Tips:

- Internet Connection: Ensure a stable connection to avoid losing data during the process.

- Required Fields: Verify that all required fields (marked with *) are completed before saving.

- Updates: The layout may vary due to updates—check for the latest browser version if issues arise.

 
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