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Add a New Client

Add a new client record to your Apricot Essentials trial.

Updated over a year ago

Apricot Essentials not only provides a database for the information you collect, but keeps data safe, secure, and validated! Check it out for yourself by adding client data to your trial instance with these 3 easy steps.

  1. Click Service Recipient Profile under Search Records in the navigation menu on the left.

  2. Click New Service Recipient Profile in the Search Actions menu on the right.

  3. Enter a client and Save Record in the Record Options menu on the right.

Test out adding more clients to your Apricot Essentials trial site.   

Have more questions? Contact our Support Team at apricot@bonterratech.com.

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