Start planning by creating a new client.
- Click Clients at the top of the FreshPlan screen OR
- Click Start Now just below the Clients icon.
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- Click New Client
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- Type in the name of the client
- Click Save
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- Click Open next to the new client’s name
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- The new client’s name appears on the home page. Any calculations you perform or reports you create will be saved under this client’s name.