Bookeasy Help Manual

Client Administration

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Client Administration

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Client Administration

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To view information about how to add clients, export clients and/or search for clients please visit Module 4.

Client Categories

 

clientcategories

 

Client Types can be added/edited/deleted at any time.

 

1.Click on Client Categories under the Administration heading of the main menu

2.Click the drop down arrow next to SELECT CLIENT TYPE: to view current Client Types

3.To edit a Client Type, select it from the list

4.Make your changes and press Save

5.To delete this Client Type, click on Delete Item

 

New Client Types can be added at any time by clicking on Add New Item

 

The Client Types can be allocated to Clients in the Client database