Creating & Editing Clients

Creating & Editing Clients

Overview:
Add organizations or individuals who receive services and manage their billing settings.

Steps

1. Navigate to Clients
   Click Clients in the sidebar.
   
   

2. Create a new client
   
   

   1. Click + Add Client.
      
      

   2. Enter Client Name, Type (Agency, Family, etc.), Billing Terms.
      
      

   3. Add Address and Primary Contact.
      
      

   4. Click Save.
      
      

3. Edit client information
   
   

   1. Search for the client.
      
      

   2. Click Edit on their record.
      
      

   3. Update fields as needed and click Save.
      
      

Tips

• Use Client Groups to apply bulk settings for similar clients.
  
  

• Set Payment Terms to automate invoice reminders.
  
  

Troubleshooting

Cannot delete client: Ensure no active contracts or scheduled visits remain.