How do you add a client to the database?
There are 2 ways to add a client to the database.
The first way:
- Schedule an appointment
- click the “New” tab then hit “Save”
The second way to add a client to the database is to add it directly to the database:
- Mouse over the “Company Account” tab
- Click on “Manage Customer Records”
- Click on “Add new Company Client”
- Fill in the fields accordingly
- Hit “Save”
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