Adding Customer Groups
Adding Client Payment Information
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 Email Addresses
1. Click "Clients" from Sidebar Menu. 2. A landing page 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 ...
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 ...
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 ...