<aside> ⚠️
It's highly recommended to NOT delete clients, as you would want to keep the historical data within a client's record which is not recommended.
When a client is no longer using your services, you just update the service outlet's end date, enter the exit reason and make them inactive above the serivce outlet section.
</aside>
To add a new client to Polixen, click on “Clients” in the main side menu, then select “New Client”.
This will take you to the Create New Client page. On this page, you can enter details about your new client – the required fields are marked with a * as in the picture below.
Once you've entered these details, you can click the “Create New Client button.”
This button will create the client, and then take you to that client's Client Page where you can enter extra data.
To navigate through the client's details and update them, use the Tabs across the top on the Client Page - Client Information, Client Contacts, etc.
You can click the Actions button on the top right-hand side to navigate to other pages about the client, such as their Account History, Meal Plan and Notes.
