Now that your profile is looking good lets start adding your clients. You can use the navigation bar on the left to get back to your client list by clicking "Clients"
First click on the "Add New Client" button.
2. Now you should see an area for you to add some client details. Their name, email, any relevant notes, and the option to get a copy of their summaries in your email.
Name- This is the name that will appear in your client list, we recommend using the individuals first and last name.
Email/Password- An email and password are only required if you would like your clients to be able to log into their portals. A client who is given access would be able to see and edit all the sections you can in their client portal but they cannot see your other clients or client list.
Notes: This is for any relevant notes you have about the client, your client will not be able to see the note.
Email Copy Checkbox: Checking this box will have TPP send you copies of the clients summary emails when they go out.
3. Clicking "Add New Client" while you are still working on the first one it will add additional lines so you can add multiple clients at once!
Once you have filled out the details click "Accept" to save your client in the list or "Accept All" if you have added multiple clients. "Clear New" will remove all the new client lines and the "red trash can" will delete a single client.
4. Now you have accepted your new client(s) you will see they appear in your client list. The notice at the top of the screen will confirm the client was added and will also create a password for that client to be able to access their client portal. Be sure to save that somewhere if you want your client to access the portal.
Next we will go to Step 3: Client Settings