Mass session owner change for a suspended user
You can change Session Owner in bulk using the following instructions.
Benefits of changing Session Owner in bulk
If any staff quits the job then you can move all of their clients to any active staff.
Steps to Change Session Owner in bulk:
Select the below fields in Step 2:
Select the below fields in Step 3:
Mass client representative change for an user
This feature enables you to transfer the client records from one staff to another. Click on Settings → Mass Client Rep. Change. This will take you to a new page as shown below. Select the Center Name using drop-down and click on Search. ...
Assigning session owner to appointment based service
login>home>menu>unassigned clients The users who are given the rights to assign session owners and who have access to unmapped console can assign clients to those members who are not assigned. Only Appointment based services will be visible on this ...
Activate a suspended User
This feature allows you to activate the software user id of the suspended user. Click on Settings → Manage Tenant User List. You’ll be redirected to a new page as shown below. This page will by default show the list of all the active users . To ...
Manage tenant user list
Manage Tenant User List feature enables you to create software login credentials for a new employee/user. This also helps you to manage all your active, inactive, or suspended staff profiles. Click on Settings → Manage Tenant User List. You’ll be ...
Session owner creating availability
Session owners can create availability through My availability page. Click on the Edit icon and select the slot to mark availability and save the selection. The availability will be created. Basis of the availability created the slots will be ...