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How do I set up a new client?

Click on the Clients button on the home page. Select Client Management (or click on Client Management from the Clients menu).

Select a current client that is already in the system. Under the Client Detail tab, notice four boxes (Save, Copy, New, Delete). Click the New button.

This opens a screen where all the required information can be entered for a new client. 

More information on Client Management is found in this article.

If you cannot find what you need in this article, please contact Support (email) or call 877.334.8512 ext. 3.

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