Navigate to [https://app.smartkx.io/](https://app.smartkx.io/#)
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Click "New Client"
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Create a New Household
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Enter the Household Name, Client Name, and Client Email
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Add more clients with the plus icon
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Send Regulatory Documents and the Client Agreement
Documents must be added and template(s) must be created prior to creating a new client. Learn how to [Upload a File ](https://scribehow.com/shared/Upload_a_File__IW-iXjbdQtK6_TJez8mLag)and [Create a Template](https://scribehow.com/shared/Create_a_Template__gFQManMhTgGk3vT1hHLQdQ)
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Review the selected documents
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Select whether you would like to send the client agreement for signature or not
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Add an optional note to the client agreement
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Click "Submit"
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Review the attached files
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Review the email template
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Click "Send"
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View the New Household
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Click on the house icon
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Review the household's contact information
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View the new household that you can add accounts to
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