Add Clients

Create a client account | Import Multiple Clients

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Create a client account

1. Select Manage Clients from the Clients menu in the navigation bar
2. Click the New button in the upper-right to add a new client
3. Fill in the required fields with information regarding your client
   • To send your client a welcome email that includes their username and password, check the box "Send welcome email to this client"
   • If you would like to receive a copy of the welcome email, check the box "Also send me a copy of the welcome email"
     • The main contact for your host group will be sent the copy
4. Click the Save & Close button to save the entry
   • The welcome email is sent immediately if you checked either option from step 3

Import Multiple Clients

1. Select Manage Clients from the Clients menu in the navigation bar
2. Click the Import button in the upper-right
3. Click the Download... link to download the import spreadsheet template
4. Follow the instructions in the import spreadsheet to enter client information
5. Click the Select File button and browse to your saved import sheet
6. Click the Import button to begin the process
   • You will be informed of any errors that are encountered during the import process and can re-import the corrected spreadsheet to import any clients that were skipped due to errors

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