Add A New Client Record

  1. Click the Client tab.
  2. Click the +Add New button on the top right-hand corner.

  3. This will prompt the Details for new Client screen. By default, the Name is the only required field, however, it is best to fill in as much detail as possible about your client.

  4. Scroll down to the bottom and click Save. You will then be returned to the client listing.

  5. You may wish to enter a Client Note. To enter a note, search for your client in the Client listing, then click on to the Notes tab.

  6. Click Add Note.

  7. The Client Notes screen will appear, enter the client note and click the Save button.

  8. You can edit and see your saved notes by going back to the Notes tab again and you will see that the note has been added. 

Still need help? Contact Us Contact Us