> For the complete documentation index, see [llms.txt](https://docs.kisrec.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kisrec.com/getting-started/create-your-first-client.md).

# Create Your First Client

There are a couple of methods to follow when creating new client profiles

1. Input the client's basic information by completing a form.
2. Search companies house using the company registration number or registered business name.

To get started, navigate to **Manage->Clients** then press the![](/files/1CDGKj2UfgB3xXbnuxH7)button.

<figure><img src="/files/bace3U10pwtusFAQ0082" alt=""><figcaption><p>Manage Clients - New Client</p></figcaption></figure>

You will be presented with the new client form.

<figure><img src="/files/Jdq8T5xqoA3YXnvO3RuW" alt=""><figcaption><p>New Client Form</p></figcaption></figure>

### 1. Companies House Search

If you have the company registration number for the client you wish to add, you can enter it here then press the ![](/files/3zDJ19hfvYj0hOasrBwX)button to auto complete the form.

You can also search for a client using their registered business name.&#x20;

Press the![](/files/XS6Et6cJJ15ZUPAKvJG0)button to display the companies house search dialog.&#x20;

<figure><img src="/files/9mRaHh6paGkOL1NKLOlr" alt=""><figcaption><p>Companies House Search Dialog</p></figcaption></figure>

Enter a full or partial company name, then press the search button to retrieve the search results.

<figure><img src="/files/jS9kATRjzDKfJEzaCJuA" alt=""><figcaption><p>Companies House Search Results</p></figcaption></figure>

Select the company from the list of search results to auto complete the form.

### 2. Address Search

Use the address search to quickly find and auto complete the address from fields.

### 3. Owner

All client's are assigned a KISREC user as the owner and defaults to the user who is creating the profile. Setting the owner here is not a permanent assignment, it can be changed at any time. The owner is used for filtering search results, it does not impose any restrictions for other users.

### 4. Industry

To assign an industry, select from the available items in the dropdown list.&#x20;

You can assign multiple industries as shown here:

<figure><img src="/files/hqICdDNWoRkeULhiEd2y" alt=""><figcaption><p>Assign One or More Industries</p></figcaption></figure>

Press the ![](/files/L5BMECQ1xOgv4g5NCAqw) icon to remove an assigned industry if needed.

### 5. Add Industry

If an industry is missing from the dropdown list, you can press the **Add Industry** button to add to the list.

{% hint style="warning" %}
Adding an industry is an administrative function. The add button will only be visible if your user account has been granted the Administrator permission.
{% endhint %}

## Saving & Form Validation

All the mandatory form fields must be completed and contain valid data before the profile can be created.

{% hint style="warning" %}
The save button will be disabled if the form has any validation errors.
{% endhint %}

Here is an example where the phone number is not in the expected format and the email is missing:

<figure><img src="/files/pojGble0oQfMWtJXPiOd" alt=""><figcaption><p>Incorrect Phone Number &#x26; Missing Email</p></figcaption></figure>

Press the![](/files/4Ig1qf37LowiZtsJQtxz)button to create the new client profile.&#x20;

You will then be taken to the full [client profile](broken://pages/iPnJL9AotvsH7mbK5A8x) where you can enrich the profile further and perform other functions such as adding client contacts, upload documents and more.