Prospective Clients

You can add Prospective Clients to the system.

When adding a Prospective Client you will enter basic Client Details. You can enter additional Client Details after the Prospective Client is made Active.

Prospective clients do not count towards the active client count in calculation of subscription fees.

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Add a Prospective Client

1. Click Clients tab in primary navigation bar.
2. Click Prospective Clients.
3. Click New Prospective Client from the New Client drop down menu.
   
    
4. Enter Add New Prospective Client details:
   • First name
   • Preferred name
   • Preferred name
   • Middle name
   • Last name
   • Home phone number
   • Mobile phone number
   • Email
   • Select Location
   • Assigned Staff
   • Notes
5. Click Save Prospective Client button. The prospective client details entered will be saved.
   
    

Add or Edit Prospective Client Details

Information can be updated or added for a Prospective Client before they become Active.

1. Click Clients tab in primary navigation bar.
2. Click Prospective Clients on the left menu.
3. Click Edit in the Actions Column for the appropriate client.
   
    
4. Enter Add or Edit Prospective Client details:
   • First name
   • Preferred name
   • Preferred name
   • Middle name
   • Last name
   • Home phone number
   • Mobile phone number
   • Email
   • Select Location
   • Assigned Staff
   • Notes
5. Click Save Prospective Client button. The updated prospective client details entered will be saved.
   

Activate a Prospective Client

When a Prospective Client becomes an Active Client, you can Activate their information and add additional details.
 

1. Click Clients tab in primary navigation bar.
2. Click Prospective Clients on the left menu.
3. Click Activate in the Actions Column for the appropriate client.
   
    
4. Confirm client activation dialog is displayed. Click Activate Client button. 
   Client Details will open. You can add in additional Client Details now or do so later.
   
   
    

Delete a Prospective Client

1. Click Clients tab in primary navigation bar.
2. Click Prospective Clients on the left menu.
3. Click Delete in the Actions Column for the appropriate client.
   
    
4. Confirmation dialog is displayed. Click Yes I'm Sure button. 
5. Prospective Client is deleted.
   

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