Adding Client Parties
1. Click "Clients" from the Sidebar Menu.
2. You will see a list of all of your clients. Click on a customer that you would like 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 "+Parties".
5. A pop-up will appear. Enter the Groups information in the respective fields. The pink asterisk notates required fields, including: Party Name and Status. When you're finished, select the pink "Add" 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 ...