Add a Client

• From the left menu, click "Clients" (icon).
• Select "Add Client".
• Fill in the Client Details (e.g., First Name, Last Name, Email, Phone, etc.).
• Click "Add & Continue".
• (Optional) Fill out information in tabs like Service, Payor, Files, Communication, etc.
• Click "Save".

To add multiple clients at once, you can check the Bulk Import Clients article.