How do I add clients to the system
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Go to "Connections" > "Clients"
Click on "New Client"
Enter the clients' information and select the checkbox for all groups they belong to.
Click the "submit button"
Your client will automatically receive an activation email inviting them the complete registration by filling in the rest of their personal information. This can includes paying for the service upfront as well.
Frequently Asked Questions
- What are the steps to add a new client to the system?
Go to "Connections" > "Clients", click on "New Client", enter the client's information and select the checkbox for all groups they belong to, then click the "submit button".
- How do I assign a client to groups?
When entering the client's information on the New Client form, select the checkbox for each group they belong to.
- What happens after I submit the new client form?
The client will automatically receive an activation email inviting them to complete registration by filling in the rest of their personal information.
- Can clients pay when they complete their registration?
Yes. The activation email registration process can include paying for the service upfront.