Manually Adding Data

You may already know some things about the person and want to add in some or all of their data beforehand. For example, you have an initial phone call with a referral and they give you some basic data over the phone. You can actually plug that right into their profile and then send the invitation after the call has ended. In this scenario, we would recommend introducing Elements in that call and letting them know that you will be following up with an invitation for them to sign up and complete the rest of their profile.   

Alternatively, you may have current clients you want to move over to Elements but don’t want them to do all the work of inputting their data. Follow the steps below to enter data manually.