General
What is the client manager?
You'll see the Client Manager in the Activities menuon the left side of the Dashboard This is where you will create, delete and edit client details.
Creating a new client
Please find an Interactive Guide here To create a client: 1. Navigate to the Client Manager which is found under the Activities menu in the top left of Arken Professional. 2. Click on the 'Add Client' button. 3. You will be presented with the Create ...
How to create the spouse/partner's profile
Please find an Interactive Guide here Once you have created an initial profile for a client you can add a profile for their spouse/partner with a few clicks. 1. To create a new client record for a spouse, search for the original client and click the ...
Amending details of an existing client
It's easy to edit an existing clients record. 1. To edit or amend an existing client record, search for the client you need to edit and click the 'Amend' button. 2. You should see the client record: 3. Click 'Update' to enter the Client profile and ...