Add a New Client

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] [Export Client List Data]

Add a New Client

1. Click Clients tab in primary navigation bar.
2. Click + Add New Client button.
3. Enter Add New Client Details:
   • First and Last Name
   • Preferred Name
   • Location

   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.

4. Click Save Client button. Client Details will open. You can add in additional Client Details now or do so later.
   
   
   

Export Client List Data

1. Click the CSV/PDF toggle above the client list to export your client lists.
   
   
   
   

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