ON DESKTOP:

Navigate to Admin > Services > Client Types

STEP 1
How do I add a new client type?
  • Click "Client Types" from the menu.

  • Click "+ New Client Type".

servicesv6-clienttype-add1.jpg

STEP 2​​

  • Enter your new Client Type name.

  • Click "Create Client Type".

servicesv6-clienttype-add2.jpg
STEP 3​​

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

servicesv6-clienttype-add3.jpg

ON MOBILE:

STEP 1​​​​

  • Tap the Navigator, and select Admin > Services > Client Types

services6-mob-clienttype-add1.jpg
STEP 2

  • Tap "+ New Client Type".

services6-mob-clienttype-add2.jpg

STEP 3​​

  • Enter your new Client Type name.

  • Tap "Create Client Type".

services6-mob-clienttype-add3.jpg
STEP 4​​

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

services6-mob-clienttype-add4.jpg