Client Management (Groups & Tags)
Organize your clients into groups and tailor their experience.
By Abdullah and 1 other2 authors15 articles
- Active and Archived Clients
- Merge clients
- Client Groups
- Change a Client's Group
- Client Tags
- Client Legal and Preferred Names
- Change a Client's Email Address
- Delete a Client Account
- Client's Email Address Already in Use
- Link Client Accounts to Indicate Relationship
- Add a Contact to a Client's Account to Receive Notifications
- Working with couples
- Discharging Clients - Concluded
- Discharging Clients - Inactivity and Other Reasons
- Ruh Care Recommended Risk Protocol
