How to Create a Client Profile with Add in Detail?

1. Log in to RotaWiz.
2. From the left navigation menu, click on Clients.
3. Click on the Dropdown beside “+Add Client” and select “Add in Detail”.
4. The first tab displayed is Basic Detail. Enter the required information, then click on Next in the bottom-right corner to proceed to the Support Needs tab.
5. Continue through the Document and Fund Detail tabs by completing or selecting the required information. Once all details have been entered, click on Submit in the bottom-right corner to create the client profile.

The client profile is successfully created and is ready to be used for scheduling, service delivery, and other client management activities within RotaWiz.