1. From the People Page click Create New Client
2. Screen overlay will appear
3. Enter client’s First Name and Last Name
4. Be sure Client is selected from the Type drop-down list
If the client has family members already entered in the system, select the Add to existing family? check-box. Type the family member’s name then select them from the drop-down list - this will automatically link them to their family member’s profile
5. Click Create Client