How To Add Clients

Clients can be added in two ways…

CLIENT SCREEN

• Select ‘Clients’ from the sidebar.
• Click ‘Add’ at the top of the page and fill out the information as provided by your client.
• Click ‘Profile’ to add basic customer information
• Click ‘Address’ to add in their current residence
• Click ‘Settings’ for their contact preferences/marketing status.

• Click ‘Save’ at the top of the page when finished.

APPOINTMENT SCREEN

Adding a new client  – Watch Video

• Click ‘New’ when in the appointment screen and fill out the information provided by your client and click ‘Save’.