Creating Your First Client

Start With the Right Goal

Creating a client is not just making a contact record. You are creating the main workspace your agency will use to operate that business inside Affinity.

That workspace should be clean from the start so agents, websites, assets, connections, and reports all have the right home.

Basic Client Setup

1. Open Clients in the agency sidebar.
2. Click New Client.
3. Fill in the main business and contact details.
4. Save the client.

Typical fields include:

Some setups may also include agency-specific fields or defaults.

What To Do Right After Creation

A new client record is only the beginning. Before the account is truly useful, work through the main setup layers:

1. Review the overview so the base profile is correct.
2. Connect systems such as GHL, Google tools, Twilio, or website services.
3. Set up the first agent if the client is using live or automated agent workflows.
4. Confirm assets and websites are attached to the right client.
5. Add business context that agents and operators will need later.

Connections Come Early

For most clients, the most important early step is getting the key connections working. Common examples are:

• GoHighLevel
• Google services
• Twilio
• website and domain systems

If these are missing, many of the features in the client workspace will look empty or only partly work.

First Agent Setup

If the client is using agents, create the first one only after the business profile and core connections are reasonably clean.

That gives the agent:

• the right business identity
• the right tools
• the right contact and booking context
• the right destination for records and follow-up

See Creating & Configuring Agents for the full agent setup process.

Invite the Right People Later, Not First

Portal access matters, but it does not need to be the first thing you do. Usually the better order is:

1. create the client
2. clean up the profile
3. connect the important systems
4. confirm the workspace is usable
5. then invite the client user if needed

This helps avoid dropping someone into an empty or confusing account.

First Validation Pass

Before you call the setup done, test the account:

• open the client overview
• confirm the expected tabs and assets are present
• verify the main connections show healthy status
• test the first live workflow if one exists
• make sure the business details read correctly

Operator Advice

The first client you set up becomes the pattern people copy. Take the extra few minutes to make it clean. A strong first setup saves time on every client that comes after it.