Part 2: Create a client

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To create a client

  1. Click the "Client Tab"  
  2. Click on "Add New Client" button Apr-09-2019_16-26-46.gif
  3. Enter all your clients' information
  4. Be sure to turn portal access ON (Which allows your client to stay up-to-date on how their report is doing) 
  5. Choose which agreement to save to their profile (That client’s copy of the agreement can’t be changed later) POrtal2.gif
  6. Click “Submit” to save your client's profile and to send your client their login details
  7. Congratulations! You have added your first client.
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