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After you have finished installing Client Track on your computer, follow the instructions below to
set up Client Track and begin the 30-day free trial period. |
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Step 1 |
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Double-click the Client Track 6 icon on your desktop. |
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Step 2 |
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1) Select which edition you would like to try during the free-trial period. The free trial is a full
working version with all of the features of Client Track.
2) Click Try Client Track For Free. |
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Note: When you are ready to purchase Client Track,
contact us toll-free at 1-866-423-8525 or
by email at sales@clienttrack.ca and provide us with your Product Number (see above). You
will be provided with a Registration Code
by email to unlock 30-day free trial. You can also
purchase Client Track from our website here. |
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Step 3 |
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Client Track automatically creates a data file for you, therefore, click Next. |
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Note: If there is en existing data file, click
Specify File Location and link Client Track to that
data file. For more information on data file, go here. |
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Step 4 |
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1) Select your province from drop-down list.
2) Click Next. |
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Step 5 |
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1) Insert all of your company's information in all of the fields.
2) Click Next. |
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Step 6 |
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1) Type in full and user names.
2) Click Next. |
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Note: The user name appears in the
login screen when you start up Client Track. |
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Step 7 |
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1) Select Automatically Install Sample Clients.
2) Click Finish to begin using Client Track. |
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Step 8 |
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After you purchase Client Track, you can import your clients by following these two steps: |
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