What a "Client" is in GiraffePad, how to create and edit a client.

1: What is a "Client?

For all independent Trainers, Coaches and Consultancies the Client in GiraffePad is the Company for who you are providing your services. However the "Client" can also be used as a Category (for example if you deliver public courses) or a division of your business if you are an internal L&D team.

Under each client you can create unlimited events and these will all be stored within that "Client".

2: Creating a "Client":

Select "Client" on the left menu bar and then click on the "Add Client" button in the top right of the screen:

Create Client.png

This will then open the Create client screen. Complete the boxes with the relevant information and click on "Save". 

This Client will now appear in your list of Clients and you are ready to start creating events!

3: Editing a "Client":

If you need to change any details of your Client, such as contact details or if they re-brand select "Client" from the side menu bar and the on the relevant Client tile click on "Edit":

Edit Client.png

 

Then change the necessary details and click on "Save". And that's it, all done"!