/sc_assets/24922/logo.png

Select a topic:

Choose from one of the topics below to browse other articles

Articles & Information.

How do I add clients to the system?

Last updated by Claire Sillito on February 11, 2025 17:15

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: