Creating a New Client

The clients are customers. It can be a person or company that patronizes the services of a professional. There are different ways to create a new client which I will be walking us through.

Step 1:

  1. On the dashboard, click on “Client”.
  2. From the drop-down, click on “Clients”.
  3. Click on the “Add New Client” button.
https://lh7-us.googleusercontent.com/HwVbzjYC7SrZ2jaVJA36BYM2gvdBOqr0AAMefsPUhv1ng7kByUebmUsLgROTjJLMbvNQ1NcV8GMLoFxWYBAgl2osnJrZXlOirvaYtON8tGwzWan-WDRdgq68AnMjzPzSFwZ7QQiZGCOo

  4. You will be redirected to the client page.

https://lh7-us.googleusercontent.com/tnMqfsrMikyDp1Vem5CMio1y4XFOS2guIK143DEy50VKBH4nJgvZSsrPhqUgEtVnRdTU6IN0PLMPG3PGfFiTbF79XHJjAkbWH0mSkcY2Fl1Pr_NyPE0uO2GTwdGo0Qf-GAKtv7dEF8gl

    5. Fill in the details.

    6. Click the “Create” button.

Step 2

To create a new client, follow the following steps. 

  1. On the dashboard page, click on “Calendar”.
  2. From the dropdown, Click on “Appointments”.
  3. Click on the “Create an Appointment” button.
https://lh7-us.googleusercontent.com/e_qE5H1WbMW208bTJF40KNkyf7ywhanlRPgMtrHsRIQ4bFsogMNcCFvg2x5dCYyHmW64X_3kkDjJwVUJEuGSAWWUUyPIFOOUiBkMV3L0pOluuXlPPhLhOO_Cq5QpwKxTlDg9psFceUjt

        4. On the Create an Appointment page, click the “Create a new client” button.

https://lh7-us.googleusercontent.com/Gy6VTCw5zf8SmJikuUobDmh01bTcv7I1WWsw3pvqykoFaYz5jZQnCVsmK58z0lxGVByih9V7ZBurth6ct3YZCSiD8JhyawoyWkUQbVWhaG2hUYUCzri9SBcOUiYQjpZ5UhDZrIayDu3Z

5. You will be redirected to the “Add Client” page.

https://lh7-us.googleusercontent.com/tnMqfsrMikyDp1Vem5CMio1y4XFOS2guIK143DEy50VKBH4nJgvZSsrPhqUgEtVnRdTU6IN0PLMPG3PGfFiTbF79XHJjAkbWH0mSkcY2Fl1Pr_NyPE0uO2GTwdGo0Qf-GAKtv7dEF8gl

        6. Fill in the information of the client.

        7. Click on “Create”.

You can also delete the client if need arises. To delete:

       1. Click on delete” beside the “Upload picture button”.

Step 3:

 You can also add a client from the dashboard page by following these steps.

  1.  Click on the “Clients Box”. https://lh7-us.googleusercontent.com/FfPqDzXT8UkPM0vYAZ2l9ux0jQergsRcE6XFI3FAkIrsYYMveRCEEML2k99YWYdzbPe0IVjUBwmLaCwQNO8D06RY0rLcaFQjW1iIzY_yA9zNijoLWMvvrM1iWHOGVezTuldWRu_fRkPe
  2. You will be redirected to the Client page.
https://lh7-us.googleusercontent.com/tnMqfsrMikyDp1Vem5CMio1y4XFOS2guIK143DEy50VKBH4nJgvZSsrPhqUgEtVnRdTU6IN0PLMPG3PGfFiTbF79XHJjAkbWH0mSkcY2Fl1Pr_NyPE0uO2GTwdGo0Qf-GAKtv7dEF8gl

     3. Fill in the details.

     4. Click on the “Create” button.