Add a client

Everbility allows you to manage your clients and their documentation with an easy to use dashboard.

Create a new client

Go to Dashboard, then Clients in the left-hand sidebar, and finally click on the Add New Client button. Fill in name and click the Add button to finish adding the new client.

Edit client name

Click the Client Data button to access the client data and edit their name. You can edit name by clicking the existing name and typing changes. The name saves automatically when you click away.

Delete a client

Click the bin icon in the row of the client you wish to delete, then click Delete in the pop-up.