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Once you have finished adding the information you need to, you can press Save at the bottom of the screen. If you click back into a client view anytime after adding them the first time, make sure to hit Save to commit any changes you make to his/her record.
Lookup Clients
To find a client record and see their basic information as well as upcoming appointments, use the Lookup Client option under the Main menu. This will allow you to search by First/Last name, Company name, email address, home phone, cell phone, city, or county to find the client you’re looking for. You can also just hit the search button without applying any filters to generate your entire client list.
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