Creating a New Client

This guide explains how to create a client in the AdviserAide . Follow the steps below.
    Log in to your AdviserAide account and make sure you are on the  Clients page . The navigation pane on the left shows a list of modules. Click on the highlighted client menu.
    In the top‑right corner of the  Clients page , click Create Client.
    The  Create Client  form opens. Fill in the required and optional fields:
  • First Name (required) – enter the client’s given name.
  • Last Name (optional) – enter the family name if applicable.
  • Email and Phone Number (optional) – provide contact details.
  • Date of Birth (optional) – click the calendar icon and choose a date.
  • Time Zone – this defaults to Pacific/Auckland but you can select another time zone from the dropdown.
  • Client Number and Business Name (optional) – use these fields for internal reference. Client Number is often used by advisers to store immigration applicant number.
  • Assign Users – choose the staff members who will manage this client. Use the dropdown to select one or more users.
  • Description – add notes about the client (up to 500 characters).
    To add an address, click Add Address in the Client Address section. A modal opens:
  • Search for an address using the search box, or manually complete Country, Street Address, Suburb / City, Post Code, and Effective Date.
  • Tick Use this as primary address if it should be the default.
  • Click Save Address to add it, or Close to cancel.
    To add additional contacts, click Add Contact in the Client Contacts section. In the pop‑up:
  • Enter the contact’s First Name (required), Last Name (optional), Email, Phone Number, Date of Birth, and Contact Type (required) from the dropdown.
  • Click Save Contact or Close.
    When all details are complete, click Save Client at the bottom of the form. The new client appears in the client list.

Next Step