Head to the ‘Clients’ tab
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Go to the 'All Clients page' to see all of the clients for your team (including those unassigned)
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Go to the client you accepted by searching their name 🔍 or finding 'n/a' (or the currently assigned staff members name) under the staff member column
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Select the patient's name 👇 you would like to assign
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Select ‘Profile’ 👇
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Under ‘Client status’ on the right-hand side, select ‘Edit’ 👇
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Click on ‘None selected’ under ‘Staff member’ to open a drop-down menu and tick next to the team member ☑️ you would like to assign this client to
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Hit ‘Save’ ✅
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The client has now been assigned to someone within your organisation! 🎉