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Add Client

The Add Client tab in Stack Console allows administrators to register new clients with customizable billing, payment, and account settings. Follow these steps to add a client manually.

Accessing the Client Registration Form​

  • From the left-hand menu, expand the Clients drop-down.
  • Click Add Client to open the registration form.

Add Client Form

Setting Up Billing Details​

  • Enter the Name, Email and Password. You can ask Client to Set Password on first login or generate a secure password automatically.

  • Setup billing address and details. You can register the client as either:

    • Organization: For businesses/companies (requires tax ID, company address)
    • Individual: For personal accounts

Billing Setup

  • Choose one of the following payment options:

    • Prepaid: Client pays upfront for services
    • Postpaid: Client is billed after service usage
    • Manual: Payments processed offline (e.g., invoices, bank transfers)

  • Set the status of the client based on their current standing:

    • Active: Grants full access to services
    • Inactive: Temporarily disables the account
    • Closed: Permanently deactivates the account

Status and Pricing

  • Navigate to the Price Card section. Select the client's Rate Card to define service pricing
  • Review all entered details and click Register to submit
  • After successfull registration, the client details are saved and an automated email (if enabled) is sent with account credentials.

Conclusion​

Adding a client through the Stack Console ensures a structured and traceable onboarding process. Each step from entering client information to setting billing options and helps streamline client management and supports efficient service delivery.