Creating a Client Profile Template

To create a Client Profile Template observe the following steps:

1. Select the Administration>Client Profile Template sub-menu to open the Client Profile Template List page.

2. Click the button to open a blank Client Profile Template record page.
   
   

   Open

   

3. Within the name field input a description of the template that will identify it from within the Client About Me page.

4. Click the SAVE button to create the Client Profile Template record. This will enable the Questions data grid.

5. Click the button to open a blank Client Profile Template Question record.
   
   

   Open

   

6. From the category field select a value from the drop down list that will be used to categorise the question.

7. From the type field select from the drop down list the value TEXT.

8. Within the name field input a description of the question.

9. Click the SAVE button to create the Client Profile Template Question record.

10. Click the CLOSE button to exit the page and return to the Client Profile Template page.

11. Click the CLOSE button to exit the template and return to the Client Profile Template list page.