Add a New Client

You can manually add Clients to TheraNest or you can import Clients using the import tool.

When adding a New Client you will enter basic Client Details. You can immediately enter additional Client Details, or come back at a later time to do so.

[Add a New Client] [Export Client List Data]

Add a New Client

1. Click Clients tab in primary navigation bar.
2. Click + Add New Client button.
3. Enter Add New Client Details:
   • First and Last Name
   • Preferred Name
   • Location
4. Click Save Client button. Client Details will open. You can add in additional Client Details now or do so later.
   
   

Export Client List Data

1. Click the CSV/PDF toggle above the client list to export your client lists.
   
   

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