Clients

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Add a Client Record

You can Add Client Records in the system, which will build your website member database.

This guide will show you how to Add a Client Record to the database.

It is important to Add Clients to the database in order to send them eMarketing, build forms that Add new members automatically to the database from the public website and provide them with Login Details to Client Restricted Content.

Step-by-Step Instructions

  1. Login to Administration area of your website
  2. Select Clients from the Main Menu
  3. Select Add New Client (a blank client record will open)
  4. Insert the Client's details into the blank Client fields
  5. Click Save to Add the Client Record to the database (you will return to the View All Clients screen).

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