Adding a client

To add a client, open the Clients page from the sidebar and click New client. Fill in the intake form — at minimum we need a display name, a contact email or phone, and the start date of services.

We’re still writing the long version of this article (intake field reference, what’s optional, how guardian contacts work for minors). If you have a specific question, email admin@fledgepractice.com and we’ll fold the answer back in here.