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How to Add a Client

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. From the main menu on the Cerely dashboard, click on the Client tab


        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 on the add button


        5. In the pop-up screen enter 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 on the Save Changes button in the top left hand side to save the client records



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