1. From the Frontdesk, go to Clients and select Add Client+.

  2. Fill out the relevant information in the Person section. Preferred name will be used in correspondence with this person.


  1. Fill out the Communication section, it’s mandatory that clients have at least one method of contact. The Preferred Contact Method will be highlighted with a blue tag in their client tile.

  1. Fill out the Address section with the client’s address details. The Street Number and Address section generates a Google Maps of their location.


  1. Add an Emergency Contact for the client.

  1. Fill out the Support Labels.

  1. Fill out the Consents section which the client has agreed to.

  1. Finally, select the relevant marketing option for How did they hear about us? and a relevant Default User Group

  2. Click Add Client and hurrah! Your client has been added, and you will be automatically taken to the Client Profile section.