- Go to: People, then click on “Add a Client” found in the sidebar under Clients
- Fill in the fields in the “Contact Information” section. Mandatory fields are indicated with a flag. Usernames (not case sensitive) must be at least 6 characters long and unique across all Better Impact accounts. Passwords (case sensitive) must be at least 12 characters in length and contain:
- at least one uppercase character
- at least one lowercase character
- at least one number
- Optional: Compose a Personal Message to the client. This will be displayed to the client on their MyImpactPage.com home page.
- Select a Client Status from the dropdown menu
- Enter the client’s Date Joined (the default is the date you are creating the profile)
- Click the [Save] button
- Optional: If you have created Custom Fields go to the “Custom Fields” tab and update the information
- Optional: Update information in the “Connections” tab of the Client Profile:
- Notes for Volunteer: Enter any “Notes” and click [Save]. These notes will be visible to any volunteer who is associated with this client
- Associated Volunteers: This tab enables you to associate a volunteer with this client, or to remove an association. Any activities that are associated with this client and a summary of total hours logged for the activities are also displayed
- Hours and Feedback: This tab contains detailed listing of hours and feedback logged for activities associated with this client