How Do I add a Client Goal?

You may add Client Goals via the Client Profile. Navigate to the Client Manager, then Select your Client by clicking on their name.

(Refer to the Video for a more in-depth description of the entire process)

Step 1: Select the [Client Goals] Tab

Step 2: Select [Manage Goals]

Step 3:Enter data in each mandatory field

Step 4: Click [Add Goal] to submit.

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