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Tamzin Stone

Tamzin Stone

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Follow these steps to create a new client record.

  1. Go to the Admin menu, then click   Clients.
  2. Click on the the New button.
  3. Select the type of client you wish to create. 
  4. Enter all the relevant information regarding the client. 
  5. Click Save.
  6. Go to the Admin menu, then click Clients.
  7. Click on the New button.
    Image RemovedSelect the type of client you wish to create