Clients
Add a client
Everbility allows you to manage your clients and their documentation with an easy to use dashboard.
Create a new client
Go to Dashboard
, then Clients
and click on add a client. Fill in name and click Save
button.
Edit client name
Click the Client Data
button to access the client data and edit their name. You can edit name by clicking the existing name and typing changes. The name saves automatically when you click away.
Delete a client
Click the bin icon in the row of the client you wish to delete, then click Delete
in the pop-up.
Deleting a client will also delete all their notes and reports.