--- title: How to create a client in Pascal Onboarding description: How to create a client in Pascal Onboarding --- [Skip to content](https://help.vartion.com/how-to-create-a-client-in-pascal-onboarding#main-content) English Show submenu for translations [Customer portal](https://portal.vartion.com/tickets-view?hsLang=en) [![pascal\_logo.png\]](https://help.vartion.com/hs-fs/hubfs/pascal_logo.png?width=160&height=42&name=pascal_logo.png)](https://help.vartion.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://portal.vartion.com/tickets-view) - [Go to Pascal](https://pascal.vartion.com/) [Go to Pascal](https://pascal.vartion.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Product Documentation](https://help.vartion.com/?hsLang=en) 2. [Onboarding](https://help.vartion.com/onboarding?hsLang=en) 3. [Clients](https://help.vartion.com/onboarding?hsLang=en#clients) # How to create a client in Pascal Onboarding Clients are the start of a new onboarding in **Pascal Onboarding**. Via a client, information about the client can be collected, related entities are grouped together and can be reviewed, and the onboarding of the client can be approved. To create a client for the onboarding process: 1. Navigate to the **Home** page or the **Clients** page of the **Onboarding** section of Pascal and press the **New client** button. 2. Click on the **Client name** field. Here, you can select an existing client from **Pascal Screening**, or provide a new client name. - In the client list clients are not selectable when they are already added in **Pascal Onboarding**. 3. Optionally, in new clients a description of the client can be provided in the **Description** text area and an identified can be added in the **Identifier** field. 4. Select an onboarding form in the **Onboarding form** field. Here, you can choose a form template, which is already set up in the **Forms** section of **Pascal Onboarding**. 5. Press the **Next** button when you have inserted all information. 6. In the new section, users who will fill the form can be added in this page. Add a first name, last name and email address and press the **Add** button.  - These persons can be externals who will provide information in the form. If the information will be provided by internal users, this step can be skipped with the **Skip** button. 1. Press the **Next** button if you have added externals to provide the form information. 2. In the new section, add the internal assignee who is primarily responsible for the client. Optionally, collaborators can be added. 3. Press the **Submit** button to create the **Client**.   **This documentation, including images, videos and text, is accurate as of Version 7.6 of Pascal.** We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to [the latest release notes](https://help.vartion.com/knowledge/general?hsLang=en#release-notes) and to use the feedback mechanism for any discrepancies or requests for clarification.   - [General](https://help.vartion.com/general?hsLang=en#main-content) - [Release Notes](https://help.vartion.com/general?hsLang=en#release-notes) - [What's New](https://help.vartion.com/general?hsLang=en#whats-new) - [Risk Classification Settings](https://help.vartion.com/general?hsLang=en#risk-classification-settings) - [HubSpot](https://help.vartion.com/general?hsLang=en#hubspot) - [User Account Settings](https://help.vartion.com/general?hsLang=en#user-account-settings) - [General](https://help.vartion.com/general?hsLang=en#general) - [Billing](https://help.vartion.com/general?hsLang=en#billing) - [Organisation Settings](https://help.vartion.com/general?hsLang=en#organisation-settings) - [Integrations](https://help.vartion.com/general?hsLang=en#integrations) - [Zapier](https://help.vartion.com/general?hsLang=en#zapier) - [Screening](https://help.vartion.com/screening?hsLang=en#main-content) - [FAQ](https://help.vartion.com/screening?hsLang=en#faq) - [Cases](https://help.vartion.com/screening?hsLang=en#cases) - [Clients](https://help.vartion.com/screening?hsLang=en#clients) - [Statistics](https://help.vartion.com/screening?hsLang=en#statistics) - [Getting Started with Pascal Screening](https://help.vartion.com/screening?hsLang=en#getting-started-with-pascal-screening) - [Results in Pascal](https://help.vartion.com/screening?hsLang=en#results-in-pascal) - [Notifications in Pascal Screening](https://help.vartion.com/screening?hsLang=en#notifications-in-pascal-screening) - [Screening Settings](https://help.vartion.com/screening?hsLang=en#screening-settings) - [Onboarding](https://help.vartion.com/onboarding?hsLang=en#main-content) - [Getting Started with Pascal Onboarding](https://help.vartion.com/onboarding?hsLang=en#getting-started-with-pascal-onboarding) - [Onboarding Settings](https://help.vartion.com/onboarding?hsLang=en#onboarding-settings) - [Clients](https://help.vartion.com/onboarding?hsLang=en#clients) - [Transactions](https://help.vartion.com/transactions?hsLang=en#main-content) - [Getting Started with Pascal Transactions](https://help.vartion.com/transactions?hsLang=en#getting-started-with-pascal-transactions) - [Settings](https://help.vartion.com/transactions?hsLang=en#settings) [![vartion\_logo@0,5x-1](https://help.vartion.com/hs-fs/hubfs/vartion_logo@0%2c5x-1.png?width=125&height=45&name=vartion_logo@0%2c5x-1.png "vartion_logo@0,5x-1")](https://vartion.com)   Copyright © 2025, Vartion B.V.