How to add a client

This feature is only available for PRO Connect Subscribers

Follow these simple instructions to add a new client:

1. Click on the Local tab at the top.
2. Click on the Clients option.
3. Click the Add a New Client link in the top right.
4. Fill out the fields. The only required field is Client Name.
5. Team Users section: Ensure that you select any users from your company that will need to have access to this client. Users that are PRO Administrators will not display on this list because the Administrator roll has access to all clients.
6. When done click the Add Client button at the bottom.