How to Add a Client in CORE

Exercise 2: Add Client

1. Go to sandbox.score.org, (if practicing/training) and login as a volunteer.

For the live site, navigate core.score.org/user . You will be automatically redirected to the homepage of the Volunteer Center.

2. Click the Go to CORE menu link to enter the CORE system.

     3. Place your mouse over the Clients menu item and select Add Client from the drop-down.

      4. Enter the required client information in Part #1 of the form.

          A. Last Name
          B. First Name
          C. E-mail Address
          D. Phone
          E. Zip code
          F. NOTE: City and State if also important for most chapters, but is not a required.

      5. In Part #2 of the form, enter any demographic client information that you would like.

      6. Click Submit.

Note: Clients can enter their own information by creating a mentoring request through www.score.org or through your chapter’s SCORE-branded website.