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Create a new client

Create a new patient or client in your system

Dr Askari avatar
Written by Dr Askari
Updated over 2 months ago

Creating a new client can be done in three places:

  1. Client search window

  2. Left hand drawer (LHD) in the calendar

  3. POS

Create a new client via the search window

  1. Click on the search icon at the top of the right hand menu.

2. Click the blue + button.

3. Complete the fields and click Save.

Create a new client via the left hand drawer (LHD) in the calendar

  1. In the calendar, click a blank space and the LHD will fly out for the left hand side of the screen.

  2. Click the blue + button next to the client drop down.

  3. Complete the fields and click Save.

Create a new client via the POS

  1. Click the POS icon in the right hand menu.

2. Click the blue + button next to the client search bar.

3. Complete the fields and click Save

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