How to Add a Client Profile

Expected Outcomes:

• This article will help you Invite clients to the systgem and manage their profiles

Purpose/Short Description

• This article will guide you through the process of inviting Clients and managing their Profiles within the Client Team Application.

Tags:

• CTA, Clients, Counseling, Profile, Invitation, email, SMS

Audience:

• Administrators, Counseling Team

Body Content: Step-by-Step Instructions

• Guideline: Break down complex processes into simple, numbered steps. Each step should be clear, specific, and concise. Use plain language, avoiding jargon where possible.
• Structure:
  1. Step 1: Login to the Client Team Application (CTA) with your Account hainving Counselor Role 
  2. Step 2: On the Left side of the screen, select the "Clients" icon:
  3. Towards the top right, Select the "+ New Client" Button
  4. Complete the required fields (indicated with an  * asterix)