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Add a Client

Use this tutorial to create a client account and connect it to the right student records.

Before you start​

  • Confirm you have admin management access.
  • Prepare the client's contact details.

Steps​

  1. Navigate to Clients on the Admin screen.
  2. Select Add Client.
  3. Fill in required fields for the client:
    • First name
    • Last name
    • Email address
    • Phone number
    • Address
  4. Click Add Client.

An automated email will be send to the client / gaurdian member with login instructions.

Verify completion​

  • The client appears in the Clients list.