Add a Client

How do I add a new client?

Updated over a week ago

Here are the steps to add a new client:

  1. Navigate to the Clients page

  2. Go to the New Client button

  3. Complete the form including email and select Create New Client

  4. Review and update (if required) digital enrolment message and select Send

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on

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