Adding a new client
How to add a new client's profile?
There are 3 ways for adding a new client:
1. You can add a new client’s profile on the run, right from the HOME tab. All you have to do is type in the full name of the client whose account is to be created in the first input and add the first record to his or her account.
When you click ADD, the client’s profile will be automatically created, and the record will be saved in there. Next time when you start typing the client’s name, it will appear in the drop-down list.
2. You can also add a new client’s profile when planning a first session for them. Pick the SESSIONS tab and use the button NEW SESSION. Type the full name of the client whose account is to be created in the first input of the New Session.
As you fill in the two remaining inputs, the session will be automatically assigned to the newly created client’s profile.
3. However, if you want to create a new client’s profile before entering any data, you just pick CLIENTS tab, and use the button NEW CLIENT.
You’ll see there a couple of traditional fields to fill in: the client’s name, contact data, gender, age, height, plus some background info.
As you enter the details, just click the ADD button on the bottom. You will be able to edit the data later.