How to Create a Parent Client

Overview
Learn how to create a parent client and group related clients under it for easier management.

Steps to Create a Parent Client:

1. Log in to [Your App Name] and go to the Clients section.
2. Click "Create New Client" and fill in the details.
3. Save the parent client.

Adding Clients Under a Parent Client:

1. Edit or Create a Client in the Clients section.
2. Select the Parent Company from the dropdown list.
3. Save your changes.

Reporting with Parent Clients:

When generating a report, selecting the parent client will automatically include cases from all clients under it. There’s no need to select individual clients, and the report will not specifically indicate the grouping.