Clients — Overview

Clients are the individual recipients that packages are addressed to — distinct from your Customer account, which is the overall business account within the tenant warehouse.

Sub-Sections

Section	Purpose
Client List & Add/Edit	View, search, add, and edit clients
Client Registrations	Review self-service registrations submitted by prospective clients, and assign or convert them into full client records

Client Information

Each client record includes:

• Client ID (assigned by the system) and Customer Client ID (your own reference number, optional)
• First, middle, and last name (or company name, in the last name field)
• Address (two lines), city, and country
• Telephone and email
• An identification type (Driver's License, Passport, Social Security, Medical Benefits, Voter's ID, or Other) and ID number

Info

A last name (or company name) is always required. The identification fields are required in some workflows (such as converting a registration) but optional when adding a client directly.