How do I add a client?
Clients represent the employer organizations whose employees participate in your screening events.
Steps to add a client
- Navigate to any page where you can manage clients (e.g., Account > Clients, or when creating an event)
- Click "Add Client" or the "+" button
- Enter the client's name and any other required information
- Optionally set a "Custom ID" label — this lets you customize the name of the employee ID field shown during registration (e.g., "BCBS ID" or "Virgin Pulse ID" instead of the default "Wellness ID")
- Save the client
Once created, you can assign the client to events and programs. Participants registered under a client will see the client's custom settings during registration.
Tip: The "Custom ID" label is especially useful when different clients use different employee identification systems. Each client can have its own label, so participants always see a familiar field name.