Create a new Client

  1. Using the top navigation bar, click People → Clients.

    Screen_Shot_2019-07-31_at_3.46.14_pm.png

  1. To create a new Client ‘Create Client’ to view the screen displayed below.

  2. The red asterisk indicates required fields. Enter a Name, additional information and then ‘Save Client’.

Screen_Shot_2019-07-31_at_3.46.50_pm.png

 

 

Was this article helpful?
0 out of 0 found this helpful