You can manually add Clients to AccuPoint or you can import Clients using the import tool.
When adding a New Client you will enter basic Client Details. You can immediately enter additional Client Details, or come back at a later time to do so.
- Click Clients tab in primary navigation bar.
- Click + Add New Client button.
- Enter Add New Client Details:
- First and Last Name
- Preferred Name
- Click Save Client button. Client Details will open. You can add in additional Client Details now or do so later.