Overview

On this page, you will name the plan, add client members, and enter a plan description.

On the Overview screen, do the following:

1. In the Plan Name box, enter a name for the new plan.

2. Next to the Client Name box, click the magnifying glass icon. The Select Client dialog opens.

3. Click the name of the client you want to add and click OK.

4. If desired, enter a description in the Plan Description box.

5. Click Next.