IMPORTANT: Before you can add Services at the Client level, an Administrator must have entered in Services for the Organization. Once they are entered at the Organization level, you will be able to select Services for your Client. You can easily add multiple Services that have been grouped together, or you can add Services individually.
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Add Services by Group for Client
Service Groups must be added before you can utilize them here on the Client Profile.
- Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
- Click on appropriate Client.
- Select Services from the Notes/Information section of the left menu.
- Click **Select Services Group** drop-down and select the appropriate Group.
- Click Add Services in Group button.
Add Individual Services for Client
- Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
- Click on appropriate Client.
- Select Services from the Notes/Information section on the left menu.
- Click Select Service(s) drop-down and select the appropriate Services.
- Click Save Selected Services.
Manage or Delete Services for Client
You can manage or remove Services for Clients. The current Services will display under Added Service(s) for this Client.
- Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
- Click on appropriate Client.
- Select Services from the Notes/Information in the left menu.
- Click Select Service(s) drop-down.
- Locate selected Services and deselect appropriate ones to remove.
- Click Save Selected Services.