Adding new clients on TurnPoint

When there is a new client, you will need to add this client with detailed information onto TurnPoint.

Please find the step guides below either through video clip or article.

Note: If this is the client who was with your company before, you can just reactivate and bring the records back rather than adding him/her as a new client. Please check here to check the step.

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Under the Client header, select Clients 

Select Add New Client

Complete Client Details - ensure Client Package has already been created in the system

Mandatory fields will have * next to them

Once client details have been created you are able to set up Package Schedules, Support Plans, add Appointments, etc. 

We recommend you first add package schedules then build budget (optional) so that information is linked seamlessly.

Check other articles about the above.

1. Add package schedule

2. Build budget