How to Add a New Client to Your Shirofune Account

Introduction

One of the most common questions from users is: How do I add another client to my Shirofune account? The process is simple and can be done from any part of the platform. This article provides step-by-step instructions.

Steps to Add a New Client

1. Locate the New Business Button

• The New Business button is available no matter where you are in the Shirofune interface.
• It can be found in the MCC (Manager Account) view or within an individual account.

2. Click New Business

• If you are in the MCC view, click New Business to open the account linking screen.
• If you are already inside an account, the New Business button will still be visible in the top right corner.

3. Follow On-Screen Instructions

• After clicking New Business, follow the step-by-step prompts to link the new client account.
• The process is quick and straightforward, ensuring seamless account management.