To create a client account you can follow the steps in the following video or article.



1. Click "Clients" from the left hand menu and then select "Add".


2. Fill in required client info in Tab 1 and 2. This can depend on the status of the client, but typically you will at least want to fill in client name, status, username, and password. 


3. Once all desired information is filled scroll to the bottom and click "save". 




4. If any required information is missing, the system will automatically scroll to the location of the missing information. Any missing information will appear highlighted in red.