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Managing your Upheal account
Managing healing professionals and clients as an admin
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.

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