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How do I add clients to the system?

Last updated by Claire Sillito on August 09, 2019 09:54

To add a new client to the system, you firstly need to locate the 'Client' tab, this is found under the 'Functions' menu. From here, you will need to click 'Add Client':

To create the client's profile, you will require the following information:

- Client ID (if you have your own system for client ID numbers, you will enter this here, otherwise the system will auto generate a number for you)

- Client Name

- Client Gender

Once you have entered the information required, click 'Add Client Record':

Please note, that when a client is created, their status will always show as 'Referred':

To change the client's status to 'Active', simply click where it says 'Referred' and you will be presented with a drop down box. Choose 'Active' from the list, and this will automatically save for you: