It's pretty straightforward to add new clients in Caretaskr.
Navigate to "Client Record" on the left menu and click on "Add Client".
You will find 4 tabs. they are:
Client Basic Details: general information about your client
About Me: information about their preferences
Address: Location for contact and/or services
Connections: contact details for close people or companies of this client
Fill in all the mandatory fields within the tabs and click "Save" once finished.
Quick tip #1: you have available 3 fields to organise your clients according to your preferences or needs. They are:
All of them can be managed in Settings and you can edit, delete or add new ones as you wish. By default, we give you suggestions of what to use in each of the fields, but feel free to customise 😉
Quick tip #2: use the Connections tab to add contacts or companies related to this specific client. Don't worry, you can add them later.