Add a New Client and Enable Uploading

  1. From the main menu, select Placement and click Clients.
  2. Click New Client.
  3. In the Code field, enter a code to associate with the client. Do not use the client’s name. 
  4. 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. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us