Adding a Client

To add a New client, select Clients from the sidebar, select New and add the following information:

  • Name: Client Name
  • Phone: Optional Phone
  • Mobile: Optional Mobile
  • Note: Admin view only to add a Note to the Client
  • Primary & Other Contacts: These are added after the Client information is saved
  • Favourite: This will feature the Client in the top Header
  • Request Form: Select the Client Request From, if none the default form will be used.