Follow these steps
Step 1:
From the left navigation menu, click on Clients.
Step 2:
Click on the Dropdown beside “+ Add Client” and select “Add in Detail”.
Step 3:
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.
Step 4:
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.
Result
- The client profile is successfully created and is ready to be used for scheduling, service delivery, and other client management activities within RotaWiz.