Your ClientTracker license entitles you to use the software on a maximum of two computers, though not at the same time. This is intended to allow you to use it at the office and then at home, or under similar circumstances. We recognize that many practitioners work out of multiple offices, their homes, and other venues.
Version 3.2 and up
Let's take an example of working on a main machine, say at the office, and a laptop, at home. In order to use the software on these two machines, you will need to implement a method to transfer your Backup folder from one computer to the other. Otherwise, when you work at the laptop, the info you inputted on your other machine will not be available to you.
We recommend you put your Backup folder on a ZIP disk, a writeable CD or even better, a USB flash drive (commonly called Disk-On-Key USB Thumb Drive, or Jump Drive), which can be read on both machines. Before you switch computers, back up your data on the main machine by clicking the "Back Up Now" button in Settings. This copies all your files into the "Backup" folder of your ClientTracker directory (for Windows users, this is usually "C:/Program Files/Ginkgo Software/ClientTracker/Backup").
Next, copy this Backup folder onto your CD or your USB flash drive or whatever you are using to transfer the folder. Then copy this Backup folder into the ClientTracker directory of the destination computer (i.e. the laptop), replacing the existing Backup folder. Then, go to Settings and click the "Restore Backup" button; this brings all the files that you've just copied from the first computer into the second. It may seem a bit complex at first, but after you've done this transfer of the Backup folder a few times, it becomes very straightforward.
Version 3.0
Let's take an example of working on a main machine, say at the office, and a laptop, at home. In order to use the software on these two machines, you will need to implement some method of transferring your client records from one computer to the other. Otherwise, when you work at the laptop, the info you inputted on your other machine will not be available to you.
We recommend that you put your files on a ZIP disk, a writeable CD or even better, a USB flash drive (commonly called Disk-On-Key or USB Thumb Drive), which can be read on both machines. Before you switch computers, back up your data on the main machine by clicking the "Back Up Now" button in the settings module. This will make a copy of your files in the "Backup" folder of your ClientTracker installation directory (for Windows users, this is usually "C:/Program Files/Ginkgo Software/ClientTracker/Backup").
Next, copy your ClientTracker data files (the 14 files from the "Backup" folder of your ClientTracker directory which end in .ctr) onto your CD or your USB flash drive or whatever you are using to transfer the files, and move them into the ClientTracker directory of the destination computer (i.e. the laptop), replacing the ones that are already there. It's a bit tedious at first, but once you've done it a few times it becomes pretty straightforward.
