How do I add a new client?

To add a new client, tap CLIENT in the bottom nav, and tap ADD CLIENT in the top right-hand corner of this page. Any fields that have an asterisk (*) next to them are required. Once all fields are filled in, click SAVE. To discard and not save any changes, click DISCARD.

You can also add a client ID by scanning a barcode with the tablet’s camera. Simply tap the barcode icon and scan the desired barcode.