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  1. My Clients Plus 3.0
  2. Clients Tab (My Clients Plus 3.0)
  3. Client Setup (My Clients Plus 3.0)

Client Setup (My Clients Plus 3.0)

  • Prospective Clients (My Clients Plus 3.0)
  • Add a New Client (My Clients Plus 3.0)
  • Add or Edit Client Details (My Clients Plus 3.0)
  • Set Client Preferred Name (My Clients Plus 3.0)
  • Generate or Edit Client ID Number (My Clients Plus 3.0)
  • Change the Intake Date for Client (My Clients Plus 3.0)

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