From the main dashboard, click Create New and choose Contact.
Select Person as the contact type.
Enter the client's First and Last name.
Check the Invite your client to complete an Intake box if you are ready to send them a questionnaire.
Click Create Contact.
Complete all required fields and any optional tracking details in the resulting Contact Questionnaire.
Creating Your First Client Contact
Discover how to easily create your first client contact, set up their profile, and initiate the client intake process in just a few clicks.