Adding & Deleting Clients

Adding & Deleting Clients Up Next: The Client's Experience

Individually Adding Clients

Tip: If you have more than a few clients, use our bulk import tool to import your clients.
Click on the 'Client List' button from your main toolbar.
Click on the button at the top left of your Client List.
Fill out the required fields & click the 'Submit' button.

Bulk Import Clients

Click on the 'Client List' button from your main toolbar.
Click on the button at the top left of your Client List.
Follow the instructions on the page.