I am unable to add a new client. I fill in all the info but then I don’t see where to ‘add’ the info. Help please!

Question

395 viewsApril 17, 2015

0

Lisa April 17, 2015 0 Comments

I click on ‘Add Client’ and fill in the name etc. I see no ‘next’ screen or anything to actually add the client so I can create custom program. Thanks for your help.

4 Answers

score 0 · Answer 1

You are not alone. Hang in there! I am in the same situation 🙂 Both of my leads from Ideafit did NOT book appts. with me even though I sent several informative and motivating emails. The right ones will come to you and I when THEY are ready. Have a great day!

score 0 · Answer 2

Hi Lisa,

Hope I am reading your question correctly….

–Go to your account and click on Clients and Leads.
–To the right is a button +Add Clients
–Fill out name, e-mail, notes, etc.
–At the bottom of that screen there should be a “Save” button (make sure you scroll down enough because you may not see it if you are on an IPad) Save that client’s info.
–Go back to your list of Clients and Leads and it should be there

I hope this is what you were asking for….let me know if it works!

Christine

score 0 · Answer 3

Hi Lisa,

depending on the computer you are using, you may need to scroll down a little to ‘Save’. I cannot see it on my screen either unless I di that.

Karin Singleton
www.meltnc.com

score 0 · Answer 4

Hello Lisa Federico,
No worries; we’ve all been there. Just keep looking for the SAVE to click on, like the others suggest.
Take care,
Natalie aka NAPS 2 B Fit.

I am unable to add a new client. I fill in all the info but then I don’t see where to ‘add’ the info. Help please!

4 Answers

About IDEA

Advertising & Exhibiting

Connect With Us