Create a New Client

Not all users have permission to create a new client. If you need to add someone who is not yet in the system but are unable to do so, please contact your supervisor.

Step 1 – Access the Client Contacts Page

1. From the left-hand navigation menu, click on Clients, then select Client Contacts from the dropdown menu.

Step 2 – Create a New Client

1. In the top right corner, click Add a Client.
2. Once the form opens, enter all available client information, including:
   • Name
   • Birth date
   • Address
   • Gender
   • Identity
   • Status number
   • Email
   • Any other relevant details

Step 3 – Save the Client

Click Save to add the new client to the system.