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Adding a new client in Colibro is easy. To start, navigate to the Clients app. [Click here if you need help navigating between apps.]. On the Clients’ landing page, click the () blue plus button in the top right corner. [Follow this guide if you want to learn about importing multiple clients].

 

addnewclient

 

Fill out the form with your client’s organization information and your list of contacts there. If the client is a sole proprietorship with no organization name, you may leave the organization field blank and just fill out the contact’s first and last name which will be used as the organization name. You can also add multiple points of contact for each client. However, you must select one as the default contact for the client.

 

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Save the form and you will have created your client. Review the client page to make sure all the info entered is correct.

Import Clients

If you have a large set of clients to add, there is no easier method than the Colibro Clients import feature. In this tutorial we will walk through the simple 4 step process. Read more

Invite User

Team members in your organization need to use Colibro? No problem. Adding users to your account is a breeze. Read more

Taxes Set Up

To add a tax you frequently use, navigate to the Settings app and select the Taxes menu option to set up your account’s taxes. Read more