How to create a location?

You can create a location in two different ways:

Option 1 : via Manage tab

1. Click the Manage tab.

2. Click Locations.

3. Click Add to open a blank location record. You can now fill it in and link the location to a client.

4. Click Save.

 

Option 2: via a client file

1. Click on the Manage tab.

2. Click Clients.

3. Select the client for whom you wish to add a location. You can now create the location directly inside the client's record. The location will be automatically linked to the client.

4. Click on Save.