Adding Clients Print

To manually import your clients, use the following steps for each client:

1. Go to Clients > Add New Client.
2. Fill out the client details. You must provide, at least, the first and last names, email address, and password.
3. Optionally, deselect the checkbox to send a New Account Information Message.
4. Click Add Client.

You have now finished adding your client. However, the system will not automatically notify your client that you added them. You can now add the applicable items to their account in the section below.