Add clients in Client Management

Client Management lets you organise each client within a client folder in the Clients and prospects list. This helps you keep records structured and easy to manage.

When you create a client, the system automatically adds a client folder based on the client's name.

1. Go to Client Management, open Clients and prospects.
2. Select Add then Create client.
3. Choose one of the following:
   • In a new folder on my client list
   • In an existing folder on my client list - select the existing folder
4. Select Next and choose the relevant client type.
5. Enter the Name and an Internal code / reference, then select Next.
6. Complete each page of the wizard, then select Next to continue.
7. On the Client address page, select Main and Registered for the Address type.
8. Select Save.

If you see any errors at this point, it may be due to your account permissions in Client Management. Speak to your practice manager to review these permissions.