For an Existing Client, follow these steps:
Services can only be created for an existing Client, Creating a Service for a New Client can be done in 2 ways.
Step 1. First, find the Client using the Search Clients screen. More info: Searching for a Client
Step 2. Once the Client record is open, you can view and update the Client information.
Select Client Services for a list of existing services linked to the Client, and to add a New Service.
Step 5. Enter the details for the New Service in the form displayed below. The groups displayed will depend on the Service Type selected.
Key data items include: