To create a client
- Click the "Client Tab"
- Click on "Add New Client" button
- Enter all your clients' information
- Be sure to turn portal access ON (Which allows your client to stay up-to-date on how their report is doing)
- Choose which agreement to save to their profile (That client’s copy of the agreement can’t be changed later)
- Click “Submit” to save your client's profile and to send your client their login details
- Congratulations! You have added your first client.
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