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Add a client to your client list
Add a client to your client list
Updated over a week ago

1. Log into your account at https://portal.practicepanda.com

2. Expand 'Settings' in the left menu, then click "List Management".

3. Click on the list you'd like to edit

4. Click "Add a client"

5. Enter all the information you need for your client on the add client page:

a. Enter your clients email address. This is the only required field. Then, enter their name, phone and any other information you need.

b. Add any important dates for your client such as their birthday.

c. If you want to add any reminder dates, you can do so here.

d. To add an additional client after you click "add client to list", check this box.

e. Click "Add client to list" when you're finished

6. That's it! You've successfully added a client to your list.

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