How to Add a client

  1. 1.Go to the Client List screen and touch the “+” .

  2. 2.Enter the client information.  We have tried to optimize entry for touch devices so where ever it is possible to limit the data to a standard set of choices a list will be presented.

  3. 3.Enter any general purpose notes.

  4. 4.Return to the Client List screen.  Data is saved automatically.  There is no save button.

Steps for Adding Client

General Discussion

Adding a new client is done with the “+” button on the clientList screen.  Adding a client or changing an existing clients data is accomplished using the same screens.  All of the data is optional but you are highly encouraged to fill out as much as you can.