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  6. Register A Client as Member

Register A Client as Member

  1. rom the client menu, click on Register of Members.
  2. A list of current members will be displayed.
  3. To add an existing client to the list, click on “ADD CLIENT AS MEMBER” button link.
  4. The next screen will show your existing clients if any.
  5. Click on any of client names.
  6. A prompt will ask to confirm to add the client.
  7. Click OK and on the next screen it will display the client name and incorporation date to confirm.
  8. Click on the button “Add Shareholder” to continue.
  9. The page will now redirect back to the Register of Members page but will now include the newly added client as a member.