Adding Client Passport Information / Green Card Details

Adding Client Passport Information / Green Card Details

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 "+Passport Information / Green Card Details". 




5. A pop-up will appear. Enter the Passport Information or Green Card Details in the respective fields. Please note the required fields are notated with a red asterisk, including: First Name, Last Name, and Date of Birth. When you're finished, scroll down and select the pink "Submit" button at the bottom. 


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