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Clients Page - Clients Page Overview

The Clients Page is where you are able to view, add and edit Clients for BullRush Organisation.

Only Administrator Users are able to add new Clients and edit existing ones, but all members of a BullRush Organisation are able to view the information for each Client on this page.

 

Add a New Client:

To begin adding a new Client to your BullRush Organisation, click the yellow Add Client Button to the top right of the Client List. This will bring up the Add New Client dialogue box.

For full instructions on how to add a new Client to your Organisation and assign Locations or Contact Information to them, please refer to the Help Center Articles linked below:

- Clients Page - Add New Client Article (Admin Only)

- Clients Page - Add Location to Client Article (Admin Only)

- Clients Page - Add Contact Information to Client Article (Admin Only)

 

Edit an Existing Client:

To edit one of your existing Clients, click on their name in the Client List. This will bring up the Edit Client dialogue box.

The Edit Client dialogue box has two other tabs in addition to the Client Information tab that you would have filled out when making the Client Profile. These are the Client Locations and Client Contacts tab, which are where you can associate the Client Profile with various Locations and Phone Numbers respectively.

For full instructions on how to assign Locations or Contact Information to a Client, please refer to the Help Center Articles linked below:

- Clients Page - Add Location to Client Article (Admin Only)

- Clients Page - Add Contact Information to Client Article (Admin Only)

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