Articles on: ClientSmart

Add a Client

You can add clients in SmartPractice by either going to your icon dashboard or by searching for the add client icon in the search bar.


  1. Click on add Client on your icon dashboard.



  1. Type "add client" in your search bar and click on the search icon.





  1. Click on add Client.



  1. Populate the necessary client information and click on Save & Enable.



  1. This will take you to the New Client take on and Services Setup page



  1. Populate the client information and click on Save and Update Client Info



  1. This will take you to the Update Client Page



  1. Populate the client information as needed and click on Save Details



Updated on: 31/10/2024

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