Add a client
To add a new client:
Select Clients from the blue navigation bar at the top of the page.
Click on the + Add client button near the top.
Follow the prompts to enter the client's contact, demographic, delivery, and billing information. Click Save and continue after each page to continue adding the client.
If you need to stop and come back later, you can click Save and finish entering the client later by editing the client record.
On the Delivery Information page, Orchard Stack will automatically suggest up to three delivery routes based on the client's location relative to other clients your organization is serving.
When finished entering the client's information, the client is in a Prospective status. The wizard will take you to the client record where you can finish configuring the client's services and schedule the client's first delivery.
Select Meal Services to enter the client's delivery order and any dietary needs the client may have.
Lastly, select Status Change and schedule the client to move to Active status on the date of their first delivery.