Video Guide

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Welcome to the Transform help guide. This article will guide you through the process of adding a new client profile in Transform. Follow the step-by-step instructions below to accurately input all the necessary client information.

Step 1:

Start by navigating to the 'Clients' tab in the Transform interface.

Step 2:

Click on the 'New Client' button to initiate the creation of a new client profile.

This action will open a form containing various fields for entering client data.

Step 3:

Optionally, you may choose to upload a picture of your client.

Step 4:

Begin by entering the legal first and last name of the client.