Adding Client Driver's Licenses
1. Click "Clients" from the Sidebar Menu.
2. A list of all of your clients will appear. Click the client row that you want to edit.
3. A pop-up will appear. Click "Edit" in the top right of the page.
4. Scroll down to "Additional Information" and select "+Driver's Licenses".
5. A pop-up will appear. Enter the Driver's License information in the respective fields. Please note the pink asterisk notates required fields, including License Number and Expiry Date. When you're finished, select the pink "Submit" button at the bottom.
Related Articles
Adding Client Addresses
1. Click "Clients" from Sidebar Menu. 2. A list of all of your clients will appear. Click on the client row you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...Adding Client Preferences
1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...Adding Client Relationships
1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client that you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and ...Adding Client Notes
1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...Adding Client Loyalty Programs
1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...