How do you add a new customer?

1. Go to the "Clients" section. Click the "Clients" tab in the main menu.

2. Click “Add Client.” A form for entering data will open.

3. Fill in the information. Required fields are marked with *:

• First and Last Name *

• Age *

• Gender *

• Phone *

• Status * - Active, On Hold, or Closed

💡 Required information can be changed later in the client's profile.

Optional fields include: email, occupation, reference, reason for seeking counseling, marital status and current family, family of origin and relatives, psychiatric diagnosis and medication, and tags.

Tags—you can tag the client with one or more tags: New Client, Risk, Supervision, Couple, Minor.

💡 You don’t have to fill everything out right away. You can edit or add additional information at any time.

4. Couples Therapy? If you’re working with a couple, check “Add Partner.” Additional fields for the partner’s information will appear. → See the article: “How to Add a Client for Couples Therapy” 

5. Click “Save.” The client’s file has been created, and you can start working with it.

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