Clients | Client Giant Help Center

Adding Clients/People

There are two ways to add a client/person to your dashboard: individually or in bulk.

Written by Nate
Updated over a week ago

We understand that your clients may change their address, last name, or email address. Keeping your clients information up to date is easy.

Written by Nate
Updated over a week ago

Should you wish to no longer take care of a person, or a duplicate profile was created, you can remove the person from your list.

Written by Nate
Updated over a week ago

You can add a spouse to a client/person's profile during the client/person profile creation, or after.

Written by Nate
Updated over a week ago