Add a New Client

 

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1. Start from Dashboard

 

 

2. You can add a new client from the main dashboard from the Quick Actions or the "Client" tab

*"Clients" is the default terminology. Other options include "Pets", "Patients", Accounts", "Jobs", etc.

 

 

 

 

3. To add a client from the Clients Tab, click Clients

 

 

 

 

4. Click on New Client

 

 

 

 

5. Enter the main contact information here

Including the Email and Phone Number is beneficial when utilizing the E-marketing components such as Announcement/Automated Campaigns

 

 

 

 

6. Click on Show more

 

 

 

 

7. Add any special dates such as Birthday, Account creation date, etc.

*If you have enabled Text/SMS for 2 way text communication, select the "I'd like to receive promotions..." box to send the client an opt in to promotions text message.

 

 

 

 

8. To associate individuals to a contact, add the information under "Client Details".

This example associates the main contact, John's, dog to his account. Other examples can include Associating a Project to a Contact, Associating a Business to a Contact, Associating a Child to a Contact (parent) , Associating a Vehicle to a Contact, etc.

 

 

 

 

9. Add any needed Tags.

Adding Tags allows you to label, organize, group and filter information related to your business interaction with your clients. The tags can be personalized common word/short phrase/theme.

 

 

 

 

10. Type "Add any notes here for internal use only.. Ex: "Fido loves dog treats""

 

 

 

 

11. Click on SAVE

 

 

 

 

12. You will now see the main Contact information on the Right as well as the Details information on the Left

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