---
title: How to add a client in the system
description: How to add a client in the Olari system
---

[Skip to content](https://support.olari.com/how-to-add-a-client-in-the-system#main-content)

English

Show submenu for translations

[![](https://support.olari.com/hs-fs/hubfs/olari-full-color-logo-rgb@2x.png?width=100&height=44&name=olari-full-color-logo-rgb@2x.png)](https://www.olari.com/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](https://www.olari.com/contact)

[Contact us](https://www.olari.com/contact)

 Welcome to the Olari Support Center

- There are no suggestions because the search field is empty.

1. [Olari Support Center](https://support.olari.com/?hsLang=en)
2. [CLIENTS](https://support.olari.com/clients?hsLang=en)

# How to add a client in the system

### **Client Creation & Enrollment Process**

#### **Adding a New Client**

1. **From the Client List or Census screens**, click the **Add Client** button located in the **upper-right corner** of the screen.
2. A **pop‑up window** will appear prompting user to enter the required client information.
3. **Complete all requested fields.** 
     - User may take or upload a **client photo** from this screen.
     - If preferred, the photo can be added later.
4. When finished, click **Save** in the **lower-left corner** to complete the short form.

After saving, the system will automatically take user to the **client’s record**, where they can continue with the full intake process.

---

#### **Adding an Enrollment**

1. From the client record, click **Add Enrollment** in the **upper-right corner** of the screen.
2. An **Add Enrollment** pop‑up window will appear.
3. **Complete all pertinent enrollment details.** 
     - Fields marked with an **asterisk (\*)** are required.
4. Once all required information is entered, click **Save and Start Wizard** located in the **bottom-right corner**.

The system will guide user through the **Enrollment Wizard**, where they can complete all additional intake requirements.

- [ADMIN](https://support.olari.com/admin?hsLang=en)
- [CLIENTS](https://support.olari.com/clients?hsLang=en)
- [BILLING](https://support.olari.com/billing?hsLang=en#main-content)

    - [Claims Activity](https://support.olari.com/billing?hsLang=en#claims-activity)
- [REPORTS](https://support.olari.com/reports?hsLang=en)
- [FAQs](https://support.olari.com/faqs?hsLang=en)
- [OLARI RELEASE NOTES](https://support.olari.com/olari-release-notes?hsLang=en)
- [REFERENCE GUIDES & VIDEOS](https://support.olari.com/reference-guides-videos?hsLang=en#main-content)

    - [OLARI REFERENCE GUIDES](https://support.olari.com/reference-guides-videos?hsLang=en#olari-reference-guides)
    - [OLARI VIDEO LIBRARY](https://support.olari.com/reference-guides-videos?hsLang=en#olari-video-library)

[![](https://support.olari.com/hs-fs/hubfs/olari-full-color-logo-rgb@2x.png?width=100&height=44&name=olari-full-color-logo-rgb@2x.png)](https://www.olari.com/)

[mailto:support@olari.com](mailto:support@olari.com) <https://www.linkedin.com/company/olari/>

Copyright © 2025, Olari, LLC