SolutionBuilder®

How to Add Height and Weight to an Existing Quote in SolutionBuilder

64 views 10/02/2020 14/02/2020 0

You can add the height and weight in on the ‘manage client’ page.

To access the ‘manage client’ screen, look for the head icon next to your client’s name on the top right of the screen and click here for the dropdown menu. From here select ‘manage client’.  Once you have added in the height and weight, click ‘save client’.

There is also an option to add in the height and weight at the bottom of the screen where you entered the benefit details.  To add the height and weight in from the benefit details screen scroll to the bottom where you will see the option to add the height and weight for your client.

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