A Clients Profile page also displays all the sites connected to this company.

In this section you can:

  • add existing sites to this client - for example in case there is a location that is being used as a site by several companies;
  • create new sites;
  • edit information about existing sites.

To add an existing site, click on '+add' in the top left corner of the sites section. This will open a search box where you can search the list of sites in the system. Once you've found your site click 'Save' and the site should now show up in the section.

You can also create a completely new site if you click on '+New'. Fill in all the information about the new site and 'Save'. The new site will now show up in the Sites section of the company's profile as well as the general list of sites.

If you want to edit the information for an existing site, click on the little 'Edit' button on the right hand side of a site. Alternatively, you can update the information on a site by going to Sites in your top tool bar and clicking on the site's name on the list which will take you to that site's profile page.

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