Client records can be created in several ways:
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From in Clients
Click on Clients and then click on Add Client +. Enter the appropriate information.
From the Calendar:
In the Calendar, select a specific provider and click on the time under the appropriate date (day or week view) or the calendar date (month view), and the Enter Appointments box will pop up. Click on the Client Name drop down box and select ADD NEW NAME. Enter the first and last name of the client.
From the website using Client Portal Anonymous Signup
When the provider has a Client Portal subscription that is configured for Anonymous Signup, clients can go to the provider website and sign up for a Client Portal account.
From Client Setup in MyClientsPlus by Ensora Health
If you are also a My Clients Plus subscriber and your MyClientsPlus by Ensora Health account is synced to your Jituzu account, the clients that you add in Client Setup in MyClientsPlus by Ensora Health will automatically sync and populate in Jituzu.