Adding an Address for a Client

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client for whom you want to add an address.

3. Navigate to the General Tab

• Ensure you are on the General tab on the client's page.

4. Open the Address Modal

• In the Address box on the right side, click on the blue + button.

5. Fill in the Address Details

• The Add Address modal will appear. Fill in the following fields:

  • Name: Enter a name for the address.

  • Street Address: Enter the street address.

  • Unit/Suite #: Enter the unit or suite number if applicable.

  • Set as Default: Check this box if you want this address to be the default.

6. Save the Address

• Click the Add button at the bottom of the modal to save the new address.

7. Review the Added Address

• The newly added address will appear in the Address section on the client's profile.