• Go to All Tabs
  
  
  

• Go to Accounts Tab
  
  
  

• Create a new account
  
  
  

• Enter Account Name (Use the name of your practice) and Save
  
  
  

• Assign the Account to a Contact
  
  
  

Assign to multiple Contacts

• Go to the Contacts Tab
  
  
  

• View All Contacts
  
  
  

• Adjust the number of records to display if needed
  
  
  

• Select all records
  
  
  

• Double click the space for Account Name
  
  
  

• Select the Account to be assigned
  
  
  

• Apply changes to All selected records and Save