Posted by on March 4, 2021 — Updated on May 15, 2025
This guide will walk you through setting the location of a client.
Access the client section.

Add a new client to the system.

Under the Personal Info section, select a location from the drop-down list.

Navigate back to the client section.

Select a client that you want to set the location.

Go to the personal info ang click edit button next to the basic information section.

Select a location from the drop-down list.

Save the changes made.

The guide covered accessing client profiles and setting a client’s location.