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How to quickly add a new client

Adding a new client in RotaWiz is straightforward and only takes a few moments. Follow the steps below to get started

• Open the Clients section From the side navigation menu, go to Users and select Clients

Choose Add Client

• In the top right corner, click on Add Quickly to begin creating the client profile

Enter the client’s details

• Fill in the key information so their profile is complete

• Full name
• Email address
• Phone number
• Fund type
• State

• NDIS number

• If you don’t have all the details right now, that’s okay. You can update the client’s profile later whenever you need to add the details.
• Once the information has been added, click Submit to finish

• The client will now appear in your Active Clients list and be ready for you to manage in RotaWiz