How to Add a Client to the Waitlist
Converting Waitlist Profiles into Full Client Profiles
If you found the client’s waitlist profile: While viewing the waitlist profile that you would like to move, click on the Move to Main Database button at the bottom left. This will convert the waitlist record into a client profile. If a matching client profile already exists, then the waitlist record will be used to add supplemental information to the existing client profile.
- Family Members Info: This tab functions similar to the Add Member functionality. If there is a family on the waitlist, then family members can be added in this tab, and the waitlist file will get moved as one family file when Move to Main Database is pressed.
- Documents: The Documents tab can be used to store any of the client’s documents while they are on the waitlist. Upon Move to Main Database being pressed, the documents will be transferred to the new client profile.
- Signatures: Currently, signatures can only be added via online registration forms. The purpose of signatures is for obtaining client consent on online forms.