How to Add a New Client to Your Database

Step 1: Access the New Client Form

• Navigate to the main menu and select Clients.
• Click on New Client to open the client form.

Step 2: Fill in the Client Information

• Complete the fields, noting that fields marked with an asterisk (*) are mandatory.
• Depending on regional data protection laws, the opt-in fields may be pre-selected or left unticked.
  • For clients over the age of consent, select the first option to accept the privacy policy.
  • For clients under the age of consent, select the second option and enter the details of the consenting parent or guardian.
• You have the option to display the privacy policy to clients either on the screen or as a printed document.

Step 3: Complete the Form

• As you type in the client’s first or last name, any existing entries from your database will appear, allowing you to select the correct client if needed.
• Once all information is entered, click Done.

Step 4: Review Client Information

• To view the client’s details, access their Client Card.
  • The information entered will be displayed on the Profile and Information tabs.
  • You’ll see the acceptance of the privacy policy along with the date it was accepted.
  • The last updated date for the client card is also visible.