How to Add a New Client

You've secured a new client and are ready to add them to Senior Place! What should you do?

Follow these quick steps to add a new client to your Senior Place pipeline:

1) Click Add New Client

1. Navigate to your Clients module
2. Click Add a new client

2) Add Client information

After clicking Add a new client, you'll be taken to the client's profile. Here's where you can add any necessary details!

Have more questions? Feel free to reach out to us at support@seniorplace.io!