Add a New Client and Enable Uploading
- From the main menu, select Placement and click Clients.
- Click New Client.
- In the Code field, enter a code to associate with the client. Do not use the client’s name.
- Click Save.
If you have obtained proper client release forms to upload session videos or client data, your site supervisor can enable uploads with a client by clicking enable uploads on the dashboard.
*You can also add new clients when creating a direct service activity log entries.