How to Use Client Input and Settings

 

 

1. Navigate to the ‘Clients’ tab on the left hand side of the screen.

 

2. Toward the top right, click the ‘+ Add a Client’ button.

 

3. Input the client’s information.

 

4. You will see a ‘Success’ screen indicating they have been added. The client will then receive an email regarding the ClientConnect® app.

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