ON DESKTOP:
Navigate to Admin > Services > Client Types
STEP 1
How do I add a new client type?
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Click "Client Types" from the menu.
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Click "+ New Client Type".
STEP 2
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Enter your new Client Type name.
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Click "Create Client Type".
STEP 3
The Client Type can now be applied to charge conditions, compensation conditions and client records.
ON MOBILE:
STEP 1
-
Tap the Navigator, and select Admin > Services > Client Types

STEP 2
-
Tap "+ New Client Type".

STEP 3
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Enter your new Client Type name.
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Tap "Create Client Type".

STEP 4
The Client Type can now be applied to charge conditions, compensation conditions and client records.
