Just the basics here — once the client is created, open it and use the Edit pencil on the About card to fill in industry, contacts, website, address, and a free-form company overview.
Edit Client
Add Sample Client
Creates a fully-populated sample client from the platform template, scoped to the selected MSP. The new client is named <TemplateName> - <MSP-CODE>-Sample and gets a Reset button that wipes any local changes back to the original.
Only MSPs with a short_code set are listed. Set one in Admin → MSPs if a target is missing.