Add a New Client Chart
Set Your Client Type
Set Your Client Status
Set your Client EDD
Tips For Starting a New Chart (01/22/20)
Create and manage new client: video + outline
Manage Client Portal
Also add these "Clients"
Now you know how to...
Edit Drop Down menus
Create documents for use in Client Portal
Don't forget....How to contact Support!
We suggest moving this party over to a full size window.
You'll enjoy it way more.