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To add a new client's fund, click on the +New button
Fill out all the necessary information and then select the "Save" button.
You will be redirected to the New Client Funding record page. It is important to add service(s) that is linked to the client's funding. To add a service, click on the add button under the services section
Fill out the information for the service details. For the service type, you can either add an individual service or group service. Click save once done filling out the information.
You need to publish the client's funding so it will be available for service schedule. To do that, click on the publish button.
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