Adding A New Client in Professional Edition - 2017

Instructions to save new client:

To save a new client, you will first need to create a file for them.

When you click add client, you will see a screen pop up where you will create the folder for the client.

Name it whatever you want then click Save.

After you do that, you will see the grey box come up to enter the information for that specific client.

Enter their names and birthday at minimum and continue.

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