SupportClient ManagementHow to Set the Location of a Client

How to Set the Location of a Client

Support Team

Posted by Support Team on March 4, 2021 — Updated on May 15, 2025

This guide will walk you through setting the location of a client.

1. Click “Clients”.

Access the client section.

Click 'Clients'.

2. Click “Add New Client”.

Add a new client to the system.

Click 'Add New Client'.

3. Select Location.

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

Select Location.

4. Click “Clients”.

Navigate back to the client section.

Click 'Clients'.

5. Select a client.

Select a client that you want to set the location.

Select a client.

6. Personal Info.

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

Personal Info.

7. Set Location.

Select a location from the drop-down list.

Set Location.

8. Click “Save”.

Save the changes made.

Click 'Save'.

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


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