Adding a New Site to a Client Profile

To add a new site to a client profile:

1. Navigate to a Client’s profile by clicking “Clients” (from the navigation bar) > Click your client
2. Scroll down to the bottom of the page and click on the Sites tab.
3. Click the green button with the white + symbol, . 
4. You now have two options:

1. Enter a new site information
   1. Enter the site information:
   2. Name
      1. Common names may include:
         • Home
         • Residence
         • Philadelphia Location
         • Office Building
   3. Address
      • Fill in the address starting with the Street. You will notice Tinsel will automatically begin to search for addresses that match what you have already started typing in, saving you time when creating a lot of clients. 
   4. Click “Save” 

2. Autofill Address
   1. Click the Autofill Address button at the bottom. This copies the billing address that was entered when you created the client. 
   2. Click “Save”

You have just successfully created a new Site!