How to create and manage clients in the Back Office Dashboard?

A Client is the company or organization receiving your security services. Creating a client profile provides a central place to manage their sites, guards, schedules, reports, and other related information. 

It also serves as the foundation for managing post sites, guard assignments, and other security operations associated with the client.

✅ Step-by-Step Guide to Creating and Managing a Client in the Back Office Dashboard :

➕ Step 1: Navigate to the Clients section

1. Log in to the GuardsPro Back-Office Dashboard.

2. Go to Clients from the main menu.

3. Select Clients from the drop-down menu.

4. You will see a list of all clients added to your account.

5. Click New Client to create a new client profile.

📝 Step 2: Enter Client Details and Create the Profile

A client information form will appear. Enter the available details in the required fields, such as:

• Client Name
• Phone Number
• Website
• Address
• Contact Information

If the client has only one post site, enable Add Client As Post Site. GuardsPro will automatically create a post site with the same name as the client.

💡 Important: If the client has multiple post sites, create and manage the post sites separately.

Once you have entered the required information:

1. Review the client details.
2. Click Submit.
3. The client profile will be created successfully.
4. The new client will appear in the Clients list.

⚙️ Step 3: Manage an Individual Client

Once a client is created, you can manage their information directly from the Clients list.

1. Locate the client you want to manage.

2. Click the ⋮ (three-dot) menu next to the client.

3. Select the required option:

   • View Details – View and manage the client's overview, profile, contacts, notes, files, post sites, Client Portal, user access, and email reports.

   • Categorize – Assign or update the client's category.

   • Archive – Archive the client.

🗂️ Step 4: Manage Multiple Clients in Bulk

You can manage multiple client records at once using the Action menu.

1. Select the checkbox next to the client(s) you want to manage.
2. Click Action.
3. Select the required option:
   • Move – Select at least one client to move it to a category. 
   • Archive – Archive the selected client(s). 
   • Manage Categories – Assign or update categories for the selected client(s).

📤 Step 5: Search, Filter, Import, or Export Client Data

The Clients page also provides options to quickly find and manage client records.

🔎 Search or Filter Clients

• Use the Search Client field to find a specific client.
• Click Filters to filter the client list based on the available options.

📥 Import or 📤 Export Client Data

1. Click the ⋮ (three-dot) menu in the top-right corner.
2. Select the required option:
   • Export as PDF – Export the client list as a PDF.
   • Export as Excel – Export client data as an Excel file.
   • Import – Import client information into GuardsPro.

🎉 You're all set! Your client is now added to GuardsPro and ready for further setup. You can continue by creating post sites, assigning guards, setting up schedules, configuring reports, and enabling other features based on your security operations.

If you have any questions or need assistance, please feel free to contact the GuardsPro Support Team.