{"id":2019,"date":"2024-03-24T23:03:19","date_gmt":"2024-03-24T23:03:19","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/clients\/"},"modified":"2024-03-24T23:03:30","modified_gmt":"2024-03-24T23:03:30","slug":"clients","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/clients\/","title":{"rendered":"Clients"},"content":{"rendered":"\n<p>Clients are individuals or businesses that you send requests to. They don\u2019t actually have to be your \u201cclients\u201d &#8211; it\u2019s just the terminology we use. People use Content Snare to request information from just about anyone, like drivers, vendors, speakers and more.&nbsp;<\/p>\n\n\n\n<p>Adding client-related information in Content Snare helps you customize reminder schedules and the overall user experience.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Adding a client<\/h2>\n\n\n\n<p>There are two ways to add a client in Content Snare. The first option is to go to the <strong>Clients<\/strong> tab and click <strong>Add new client<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_nfBmeN5rif.png\" alt=\"\" class=\"wp-image-1879\"\/><\/figure>\n\n\n\n<p>Another option is to do it in the <strong>Finalize<\/strong> step, right before publishing your request. Open the <strong>Choose a client<\/strong> drop-down menu and click <strong>Create new client<\/strong> at the bottom:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_GQOCAQwuiu.png\" alt=\"\" class=\"wp-image-1880\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Mandatory fields<\/h2>\n\n\n\n<p>Only two fields are mandatory \u2014 your client\u2019s name and email. If you don\u2019t provide one of these, the <strong>Save<\/strong> button that adds a new client remains grayed out. Everything else is optional:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client image<\/strong><\/li>\n\n\n\n<li><strong>Company name<\/strong><\/li>\n\n\n\n<li><strong>Phone<\/strong>: Without the phone number, it\u2019s not possible to send SMS notifications to your client<\/li>\n\n\n\n<li><strong>Application language<\/strong>: This option affects the application language, but it does not change the language used within email templates or instructions&nbsp;<\/li>\n\n\n\n<li><strong>Date format<\/strong>: It is used for formatting dates displayed to the client within the application and reminder emails<\/li>\n\n\n\n<li><strong>Time zone<\/strong>: It is used to send emails to the client at the correct time according to the reminder schedules<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Adding multiple companies to the same client<\/h3>\n\n\n\n<p>It\u2019s possible to add more than one company to the same client. Press ENTER after typing the name of a company to add multiple companies to this client:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_vwAIZhQRB0.png\" alt=\"\" class=\"wp-image-1881\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Next steps:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/importing-clients\/\" data-type=\"ht_kb\" data-id=\"1868\">Importing clients<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Clients are individuals or businesses that you send requests to. They don\u2019t actually have to be your \u201cclients\u201d &#8211; it\u2019s just the terminology we use. People use Content Snare to request information from just about anyone, like drivers, vendors, speakers and more.&nbsp; Adding client-related information in Content Snare helps you&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1046],"ht-kb-tag":[],"class_list":["post-2019","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-team"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2019","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2019"}],"version-history":[{"count":1,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2019\/revisions"}],"predecessor-version":[{"id":2023,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2019\/revisions\/2023"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2019"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2019"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}