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Adding a new client

How to create a client profile

Aviva Glassman avatar
Written by Aviva Glassman
Updated over a week ago

Make sure you obtain client consent before holding sessions.

  1. From the menu, click Clients to go to your client list.

  2. Click Add client.

  3. Choose if your client is an individual or couple.

  4. Fill in the client’s details, and click Add new client.

You'll be taken to the client's profile page.

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