A Client Profile can be created for a whole new individual, or for an individual with existing Profiles of other types.
Create a Client Profile for a New Individual
- Go to Clients>Clients List
- In the Clients List, you can filter by Status, Client Group, or Tags. You can search by Name or Alayacare ID.
- Click +New Client.
- In the resulting dialogue, enter a First Name and Last Name. You can also optionally enter a Phone Number and Email.
- Should any individuals already exist with matching criteria, they will appear in the Matching Profiles table. Learn more about adding Profile types to existing individuals.
- If you are adding a new individual with the same name, click Add New Client.
- You will be taken to a new page where you can add further information for your Client Profile.
- When you are done, click Save Client. A new individual has been created with a Client Profile.
- How do I set up Groups (Clients/Employees/Suppliers)?