Clients · 2 min · For Owner, Manager

Add a Client

A Client is a person or a business whose documents you collect. When you add one, Reposha creates their private folder and their own upload link straight away.

You will need: the Client's name and mobile number.

Time: about a minute per Client.

At a glance

Five steps: open Clients, click Add Client, fill in the details, assign your team, folder and link ready

Step 1. Open Clients

Click Clients in the left menu.

Step 2. Click Add Client

Click Add Client. First, choose whether this Client is an individual or a business.

A new Client is either an individual, shown by first and last name, or a business, shown by business name

Individual: enter their first and last name.
Business: enter the business or firm name. That name is used everywhere in Reposha.

Step 3. Fill in the details

Client details: name, mobile number, email, PAN and tags

Mobile number. Reposha uses it to open WhatsApp when you send a link or a Nudge.
Email. Handy for your records.
PAN. Optional. It helps you find the Client later.
Tags. Short labels that group Clients, like "GST", "Audit" or "Pune". Use them to filter your list.

Step 4. Assign your team

Pick the Team members who will work on this Client. Staff can see a Client only after it's assigned to them.

You can assign more than one person. You can also assign yourself.

Step 5. Save

Click to save. The Client's folder and upload link are ready.

Tip: Need documents right away? Tick Start a request now, and you go straight to picking a checklist.

Quick answers

Can Staff add Clients? No. Only the Owner and Managers can add Clients.

I see a message about my plan limit. Your plan covers a set number of Clients. The dashboard shows how many you've used. To add more, the Owner can move to a bigger plan.

I have 200 Clients to add. Don't type them in one by one. Use Import Clients from a spreadsheet.