How to Register and Add Client

Novat
|
12 steps
|
20 seconds

Novat

Navigate to [https://www.novat.ai](http://127.0.0.1:8000/)

Click "Register"

Fill in your firm's information

Agree with our Privacy Policy and Terms of Service

Click "Start Free Trial"

You will automatically be redirected to login

Click "Login"

Click "Add Client" to add your first client

Enter "Client Name \*"

Select Industry

Tip! If you add an email or phone number, we will NOT send an email to your client. This is just for your record keeping purposes!

Click "Add Client"

Click "Launch"

Tip! To learn more about uploading and exporting transactions, read our next guide. Click [How to Upload Files and Export Your Transactions](https://scribehow.com/shared/How_To_Upload_Files_and_Export_Your_Transactions__UwGgoqNHTVmqtIrXt1rr5g?referrer=workspace)