Step 1: Access the Dashboard
After logging into your Basefund account, locate the Add a Client option on the right-hand side of the dashboard.
Step 2: Add a Client
Click the Add Client button.
Step 3: Enter Client Information
You will be redirected to a page where you need to fill in all the required client details. Once completed, click Submit at the bottom of the page.
Step 4: View the Client
After submitting the details, the client will appear on your dashboard, ready for management.
