Add a new client record

When you begin working with your client, you need to create a record for them in Client Voices.

1 - Click on Clients in the navigation menu to navigate to the Clients page.

 2 - Click on the Add client button. This will take you to the Client Intake form.

3 - Complete the Client Intake form and complete as much as you can, paying specific attention to the *Required fields.

Note: When you enter the First name and Last name into the Client Intake form, Client Voices will search your list of clients to check whether a record already exists for this client.

Note: Optionally, you can click the Add partner button to include partner details.

4 - Click the Save Client button.

Your new client will now appear in the client list.

Note: A client will not be counted in your reports until a client case is created.