How do I add and manage clients?

Recruiters can add new clients directly in their dashboard and organize assignments for efficient tracking.

Updated 2025-09-02
MockWin.ai Partner Team
5 min read

Adding a Client

To onboard a client:

1

Go to Clients Tab

Open **Clients → Add Client** from the dashboard.

2

Fill in Details

Provide company name, location, hiring requirements, and main contact.

3

Save Record

The client profile will now appear in your list and be ready for job submissions.

Great! You've completed all the steps.

Managing Client Information

Best Practices

  • Use tags to group clients by industry or priority.
  • Review client profiles quarterly for outdated information.
  • Communicate frequently to ensure alignment on open roles.

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