Documentation

Create client records for individuals who will apply for loans or open savings accounts, either individually or as part of a group.

On the Home page, click on "Clients"
Click the "Create Client" button
Fill in the client details:
- Office: Select the office
- Group: Select a group to add the new client to (optional). Note that the group must be in the same office as the client.
- Staff: Choose the loan officer responsible for the client (optional). Note that the loan officer must be in the same office as the client.
- External ID: Unique identifier from an external system (optional, maximum 100 characters). If provided, it must be unique across all clients.
- First name and last name
- Mobile number (required for mobile money payments)
- Additional fields as required by your organization
Click "Next"
Optionally add family members:
- Click "Add"
- Enter the family member details
- Click "Confirm"
- Repeat for additional family members
Add one or more addresses (optional, depending on your organization)
- Click "Add"
- Choose the address type
- Enter the address details
- Click "Add"
- Repeat for additional addresses
Add additional client details (optional, depending on your organization)
Click "Next"
Review the entered information
Click "Submit" to create the client

The client is created with "Pending" status.

Depending on your organization's policies, you may need to add additional details:

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