A client is defined by your organization. For instance, a client could be a refugee family or a client could be a senior who received visits from volunteers.
Q: How do I add a new Client?
A: Visit the main Organization tab (i.e. select your organization’s name along the left-hand side) 
to set up your organization’s Clients.
- Select the Clients icon along the top
- Select the
button (top right) to add a new client or group (e.g. - Enter the Name of the client, company or group
- Attatch any Addresses, Contacts or Notes to a client
the information
NOTE: The start and end date in the organization section represents the dates they were a client with the organization.
Q: How do I link a Volunteer to a Client?
A: Visit the main Volunteers section 
and select a volunteer.
- Select the Clients icon (top)
- Select thebutton (top right) to select or assign a new client
- Select a Client from the drop-down (this client would have been created via the Organization section)
- Add the start and end date if applicable
- the information
NOTE: The start and end date in a volunteer profile represents the dates they were assigned to a client. You can add and attach an unlimited number of Clients to a volunteer. Simply select thebutton (top right) to add another client.