All Collections
Account management
Managing healing professionals and clients
Reassign a client to a different healing professional.
Reassign a client to a different healing professional.
Juraj Chrappa avatar
Written by Juraj Chrappa
Updated over a week ago

To reassign clients:

  1. Go to the Admin page.

  2. On the left side, click on Client management tab.

  3. Search for the client that you would like to re-assign.

  4. Click on the middle symbol (2 members and an arrow) sign.

  5. Choose the new team member to assign the client to.

  6. Click Assign button to complete the process.

Did this answer your question?