Creating clients individually from the web portal
It's important for Handy's sales processes that you register your clients and their information. This information is used to plan visits, register sales, and many other processes.
There are two ways to create clients in Handy: individually or in bulk using a template. This article will show you how to create clients individually.
Creating clients individually
On the Handy web portal, go to the Company menu 🏢 and select Customers.
On this screen, you'll see Enabled Customers. Click on + Add new. From the options displayed, click Customer.
Handy will show you a screen where you can add all of your client's information. Remember, the more information you add, the more your salespeople will know about your client, helping them give a better service.
To know more about how to add your client's information, we recommend this article:
When you finish adding the client's information, make sure to click on "Save" to store all information correctly.
To learn how to create customers in bulk, please look at this article:
Creating clients in bulk from the web portal
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Updated on: 10/15/2025
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