How to Create a New Client

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  1. Click Clients at the top of the FreshPlan screen OR
  2. Click Start Now just below the Clients icon.

 


NEXT

  1. Click New Client


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  1. Type in the name of the client
  2. Click Save


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  1. Click Open next to the new client’s name


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  1. 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.

 

 

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