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Adding a client
Adding a client

How to manually add a client to eDoula

Natasja Boivin avatar
Written by Natasja Boivin
Updated over 2 years ago

  1. Select the Clients option on the left-hand toolbar.

  2. Click the Person icon in the top right corner.

  3. Select Add client/lead.

4. Type in your clients information.

5. Click SAVE.

6. You are now viewing your client's profile.

7. Click Clients on your left-hand toolbar and your client will appear in your client list.

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