Adding Clients

Create clients and manage their contacts

Clients in provvio represent the companies or people you provide services to. Each client can have multiple sites and contacts.

Creating a New Client

•Client name: The business or person's name
•Contact name: Primary contact person
•Contact email: Used for sending reports
•Contact phone: Optional
•Address: Optional billing/main address
  1. Go to Clients in the sidebar
  2. Click Add Client
  3. Fill in the client details:
  4. Click Save

Managing Client Contacts

Each client can have multiple contacts. This is useful when you need to send reports to more than one person.

To add additional contacts:

  1. Open the client from the Clients list
  2. Go to the Contacts tab
  3. Click Add Contact
  4. Enter their name, email, and phone number
  5. Choose whether they should receive automatic reports

Editing a Client

  1. Open the client from the Clients list
  2. Click Edit or click on any field to update it
  3. Changes save automatically

Deleting a Client

  1. Open the client
  2. Click Settings or the menu icon
  3. Select Delete Client

Warning: Deleting a client will also remove all associated sites and visit history. This action cannot be undone.

Tips

  • Use clear, consistent naming for your clients (e.g., "ABC Corp" not "abc corporation" one time and "ABC" the next)
  • Add all relevant contacts upfront so reports go to the right people from day one
Next

Setting Up Sites

Still need help? Contact [email protected]