> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aireadyscore.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a client

> The Create New Client wizard: domain check, connect or workspace, and client details.

Advisors add clients with **Create New Client**, and it is the same wizard everywhere it
appears: the **Clients** page, the dashboard client panel, **Meeting Prep** (**New
client**), and the *"Who is this evaluation for?"* picker on an assessment page (**New
client**). Any member of your organisation can add a client.

The wizard works top to bottom: each finished step collapses to a summary line (with
**Edit** to reopen it) and the next step takes over.

<Steps>
  <Step title="Work email or website">
    Enter the client's work email or website and select **Check domain**. AI Ready works
    out the company domain from it; personal email providers such as gmail.com can't be a
    client domain. The step collapses to a result badge, for example *"On the platform"*
    or *"Not on the platform yet"*.
  </Step>

  <Step title="How to work with them">
    *"Connect for a real engagement, or keep a private workspace."* Two cards:

    * **Connect** (Recommended): *"Send a connection request to the organisation on this
      domain. They approve it and choose what you can access: a real, consented
      engagement."* Select **Connect to this client**.
    * **Workspace**: *"A private working copy only your firm sees. No client login, no
      consent, invisible to the real organisation."* Select **Create a workspace**.

    If the domain is already on the platform you still get both choices; connecting is
    recommended because it becomes a real, consented engagement.
  </Step>

  <Step title="Client details / Set up the client">
    For a workspace (or a brand-new connected client) fill in the client's profile:
    **Client name**, **Organisation category**, **Registered legal business name**,
    **Trading name** (defaults to *"Same as legal name"*), **Industry**, and **How many
    people work there?** plus the remaining profile fields.
  </Step>
</Steps>

## Picking the industry

The **Industry** field is a two-step picker. First choose the industry **division** (the
top-level ANZSIC division, A through S). The second list then offers **Suggested
industries**, plain-language options, and the full **ANZSIC classification** for that
division: the whole division, or a specific subdivision or group. **Search all
industries…** searches the entire ANZSIC codeset, whatever division is chosen. Every
option is a curated industry or an official ANZSIC code; there is no free-text
"Other" entry. The same picker is used in your own organisation profile, so the
choice reads the same everywhere.

## What happens next

* **Connecting to a client already on the platform**: **Request Connection** sends your
  request (*"Request sent"*) to the client's owners, who approve it with the access they
  choose. Until then the client shows **Connection Pending** on your Clients page, with
  **Cancel request** available. See [Partnerships](/advisors/partnerships).
* **Connecting to a domain not on the platform yet**: the wizard first takes the client's
  details, then adds an **Invite the client** step: send the invitation to the client
  owner's email (**Send invite**, *"Invitation sent."*). The client shows **Pending
  Activation** until an owner at that domain signs in and takes the organisation over;
  the row menu offers **Cancel invitation** while it waits.
* **Workspace**: the workspace appears immediately under your **Workspaces** tab, ready
  for evaluations you run on the client's behalf, private to your firm. See
  [Workspaces](/advisors/workspaces).

## Related

<CardGroup cols={2}>
  <Card title="Partnerships" href="/advisors/partnerships" icon="handshake">
    Consent, permissions, and what clients see.
  </Card>

  <Card title="Working with clients" href="/advisors/working-with-clients" icon="arrows-left-right">
    Switching context once the client exists.
  </Card>
</CardGroup>