The iOS Canopy 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 client's information in the form that populates.
Touch the info icon next to the "active" toggle to view more information regarding active and inactive clients.
5. Tap Done when you're finished creating the client.
Tap the info icon next to the "active" toggle to view more information regarding active and inactive clients.
Missing information from the required fields will look similar to this screen:
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 the client 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.
