Add a New Client
After opening ProClient application, select Customers from left side menu. Then select Add New Customer from inside of Recent Customers widget
Adding Client Information
You will be taken to a page with a form to fill out. Enter your client’s information.
At a minimum, you’ll want to input the client’s First Name, Last Name, and Email Address. That will allow ProClient to automatically create a Client Portal for the client account.
You can also add Tags of your choice in the “Add New Client” form. Using tags can help you organize client profiles and find the correct profile more quickly.
Adding a Client's Spouse
The form provides fields for adding information on your client’s Family Details. That info can be useful for your interactions with the client.
To the right of the field labeled “Spouse” is a button that reads “Link Contact.” Clicking on it will open the “Add Spouse” pop-up window.
This window contains your Client List. If the spouse is on the Client List, you can click on their name to add them to the client profile. Their name will now appear beside the “Spouse” field.
If the spouse is not on the Client List, then click Create. This will open a fillable form similar to the “Add New Client” form. It is auto-linked to the current client profile as the client’s spouse.
Fill in these required fields: First Name, Last Name, Add more details, if you wish. When you are done, click on “Save.” The spouse’s name will now appear beside the “Spouse” field in the client profile.
Adding a Client's Children
If you want to add a client's children, enter childs name and Add New. Do this for each child.
Saving a New Client Profile
Once you are done filling out the form, click on the Save button to save the client profile in ProClient CRM. Then you will be taken into that customer record where you can Send Request for Messaging
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