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.

add a client

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.

edit client

Delete a client

Click the bin icon in the row of the client you wish to delete, then click Delete in the pop-up.

delete client

Deleting a client will also delete all their notes and reports.

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