The below steps are a continuation of the following article: How to add a brand new Client

1. Update the profile of all mandatory fields and optional fields
To learn more about the client profile fields please visit: How to access and edit a client profile


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Please note it is highly important that the following fields are updated as per the service location.

  • Address and Contact Details - Especially Address, Email and Contact Number


  • Reporting Office -  Ensure it is the correct office for the geographical location of the client



  • Online Permissions - Ensure the Online permissions are correct for the service location
    Tip: load another client profile to check their settings




2. Update all mandatory fields and change the status to Client Active

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Please note: this is the basic step by step process and it is recommended to fill all profile data such as Notes, Address and Contact Details and More. For further information of the full client profile and fields please visit:  How to access and edit a client profile