How to set-up new clients

CARIA bookings must contain a client and product name. 

Users with CARIA Admin rights can create, edit and delete clients. Editing and deleting clients is only possible if the client has not been included in a sent booking. 

You can use the following steps to set-up clients in CARIA: 

1. Click on “Admin” in the top right hand corner of the CARIA screen
2. Within the Clients box click “Manage”
3. Click on ‘“Create”
4. Type in your client name and click “Save”

For clients to become available for selection when creating a booking they must be placed in a group, which links clients to individual buyers. 

For agencies who only have one group (i.e. all buyers have access to all clients) the client will be added to the group automatically, for agencies with multiple groups you will need to add the client to a group. See article Managing agency group structure for CARIA bookings

Screenshots for client steps: