Add or Edit Client Categories

This article will show you how to add and edit your Client Categories.

On your Administration tab, locate your Client Administration(1) section, and select Client Categories(2).


You will be able to view the clients in each category (1), edit the name of each category (2) or add a new category (3). You can also delete a category (4).


The Client Category can also be changed by selecting Add New(1). If the Client already had a category, you can select a different Category (2). Select Update (3) when done.

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