The Android Practitioner App makes it easy to manage client information on the go. This guide will walk you through adding new clients and editing existing client details in a few simple steps.
Add a Client
1. After opening the app, tap Clients at the bottom of the screen.
2. On the top right, select the + button.
3. On the Create Client form, tap either Individual or Business.
4. Enter the rest of the client's information.
Tap the info icon next to the "active" toggle to view more information regarding active and inactive clients.
Similarly, select the info icon under the Client name field to learn more about client-facing names.
5. Tap Done when you're ready to create the client.
Any required fields left empty will appear like this:
After selecting Done, a confirmation message displays at the bottom of the app showing that the client was created.
Edit a Client
1. After opening the app, tap Clients at the bottom of the screen.
2. Choose a client from the list to open their details.
3. Tap the three stacked dots on the top right.
4. Choose the Edit option from the list that populates.
5. Make any adjustments needed and then tap Done.
After selecting Done, a confirmation message displays at the bottom of the app showing that the client was updated.
