CASTING DIRECTOR: How do I use the Clients feature?

Edited

This article explains how to set up and use the Clients feature so you can easily share projects and collaborate with your team.

Article Contents


Video Tutorial

Step-by-Step Instructions

If you prefer to follow written steps to add a new client to your account, follow the instructions below:

  1. Navigate to the global menu and click on the Clients tab.

  2. Click the Add Client button located in the top right corner of the page.

  3. Enter the required details, such as the Client Name and their Email Address.

  4. Once the information is entered, click Save to officially add them to your client list.

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