Add a New Client

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STEPS:

1. Click on the freshOps Lime  in the top left from any screen to navigate you way back to the Homepage Dashboard
2. Click New Client
3. Complete ALL Fields on the page.
4. Choose the Timezone in which your Client resides.
5. Add the Address using the Power of Google Search.

ACTION:

You have a couple of choices when it comes to completing the addition of a New Client.

1. You can DISCARD the New Client if you no longer need to Create New Client
2. CREATE with the “Take Me To Create Visits” option marked will create your Client and take you to the next step in your setup where you can create a New Visit Schedule for your client
3. Unmark the "Take Me to Create Visits" option and just create the client and return to the dashboard.