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".
STEP 2
-
Enter your new Client Type name.
-
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
-
Enter your new Client Type name.
-
Tap "Create Client Type".
STEP 4
The Client Type can now be applied to charge conditions, compensation conditions and client records.
