Important Note: You will only be able to edit and maintain Intake Fields that are owned by your agency. By toggling Source: Inherit to Source: Own you are turning off all Inherited items and they will not be available in client profiles. Click here to learn more.
1. Click Agency Admin from the System Navigation Bar
2. Click the Intake Fields tab
3. From the list of Intake Fields on the left, select Client Types
4. Enter name… of client type and click Add New
5. Add multiple options as needed
Client Types will now appear in client profiles in the client information box