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How to Create/Edit a Client, Prospective Client, or Lead*

Overview

This tutorial explains how to create or edit a client.

How to Create/Edit a Client, Prospective Client, or Lead

  1. Click on the Clients component
  2. Click on the Clients tab
  3. Click on the All Clients menu bar button
  4. Click on one of the following buttons:
    1. Click here for a tutorial that explains the difference between the different types of clients
      1. Click on the New Lead button to create a new lead
      2. Click on the New Prospective Client button to create a new prospective client
      3. Click on the New Client to create a new client

How to Create a Client From a Appointment/Session/Event

  1. Create a new event/appointment/session or edit an existing one
    1. Click here for a tutorial on how to create/edit an event/appointment/session
  2. Click the New Client button

How to Create a Client From an Invoice

  1. Create a new invoice or edit an existing invoice
    1. Click here for a tutorial on how to create/edit an invoice
  2. Click on the Client tab
  3. Click the Options menu option
  4. Click on the New Client menu item

How to Create a Client From a Job

  1. Create a new job or edit an existing job
    1. Click here for a tutorial on how to create/edit a job
  2. Select one of the following menu options
    1. Click on the Add New Client menu item
    2. Click on the Add New Prospective Client menu item
    3. Click on the Add New Lead menu item