You can manually add Clients to My Clients Plus or you can import Clients using the import tool.
When adding a New Client you will enter basic Client Details. You can immediately enter additional Client Details, or come back at a later time to do so.
Add a New Client
- Click Clients tab in primary navigation bar.
- Click + Add New Client button.
- Enter Add New Client Details:
- First and Last Name
- Preferred Name
NOTE: This appears to be a duplicate of an existing client. Proceed with caution. is displayed above the Save Client button if a duplicate entry is suspected.
- Click Save Client button. Client Details will open. You can add in additional Client Details now or do so later.
Export Client List Data
- Click the CSV/PDF toggle above the client list to export your client lists.