Quick Add a Client

The Quick Add feature allows you to add a Client and skip the intake process.

When using Quick Add, you are not required to enter key information that helps your Agency capture compliance details. Make sure to update the Client Profile at a later date.

To Quick Add a Client:

  1. Go to Clients > Current Clients.

  2. Click the Quick Add button at the top of the page.

    Quick Add a Client

  3. Under Referred By, select who referred the Client, and then fill in the Referral Name, if applicable.

  4. Fill out as much of the application as possible. Some fields are required. You can edit the application later to add more information.

    The email address entered is the user's Pavillio login once they are activated. For this reason, make sure to use a real email address.

  5. Click Next to move through the application.

  6. Click Finish to complete the application.

The Client will now appear under Clients > Current Clients.