Record practice management details

Once you've added a client, in order to add services and jobs, you first need to add some practice management details.

  1. From the Clients menu, select Clients list.
  2. On the General tab, select Client from the State list.
  3. From the Type list, select the type of business such as Limited company.

    The services and jobs available for selection later are based on this choice.

  4. From the Account Manager list, select who will manage this client.
  5. Select Save. A client take-on is automatically created so that you can choose what services you will offer this client. Complete client take on forms