At the top of the page, select Clients. This will take you here:

Within the Active Clients box, locate the search bar. Begin typing in the clients’ name. The list will start to eliminate other clients that do not match. For example:

Select the clients’ name to access their account. This will take you here:

Within the box titled ‘Client’, select the orange ‘Edit’ button on the top right. Your page will look like this:

Next to status, select ‘Not Enabled’. A drop down will appear. Select ‘Enabled’. Then, select the green button titled ‘Save Updates’.

These are samples.

At the top of the page, select Clients. This will take you here:

Within the Active Clients box, locate the search bar. Begin typing in the clients’ name. The list will start to eliminate other clients that do not match. For example:

Select the clients’ name to access their account. This will take you here:

Within the box titled ‘Client’, select the orange ‘Edit’ button on the top right. Your page will look like this:

Next to status, select ‘Enabled’. A drop down will appear. Select ‘Not Enabled’. Then, select the green button titled ‘Save Updates’.

These are samples.

At the top of the page, select Clients. This will take you here:

Within the Active Clients box, select the orange box at the top right titled ‘Inactive Clients’. Locate the search bar and begin typing in the clients’ name.

The list will start to eliminate other clients that do not match. For example:

At the top of the page, select Clients. This will take you here:

Select the client that you wish to edit. This will take you here:

Within the Client: [Name] box, select the orange button titled Edit. This will take you here:

You can then, change the client information. When finished, select the green button titled ‘Save Updates’.

These are samples.

At the top of the page, select Clients. This will take you here:

Within the Active Clients box, select the orange button titled +Add. This will take you here:

Fill in the following information:

• Client
• Code
• Address
• Suite/Apt
• City
• State
• Zip
• Status

Then, select the green button titled Save New Client.

At the top of the page, select Clients. This will take you here:

These are samples.

At the top of the page, select Clients. This will take you here:

Within the Active Clients box, select Excel or CSV. This will begin a download onto your device.

These are samples.

At the top of the page, select Clients. This will take you here:

Within the Active Clients box, select the orange button titled Inactive Clients.

These are samples.

At the top of the page, select Clients. This will take you here:

Within the Active Clients box, locate the search bar. Begin typing in the clients’ name. The list will start to eliminate other clients that do not match. For example:

You can then select the clients’ name to access their account.

These are samples.