Add a New Client

  1. Click on the the Spiderweb Hexagon

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  1. The New Action Pop up pops up, Click on the Manage Clients Icon.

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Complete the New Client Form, remember to check the box

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Press Create / Update. A new client is created for the professional.

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Add a New Client Mobile App

Professional Mobile App

Select Client

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Complete Fields and Select New Client

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Click Create / Update

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