How do I assign multiple staff members to one client?
Go to a client profile and select 'Edit' 👇
2. Click on the dropdown under Staff member
3. Tick all of the staff members you would like to assign to the client ☑️
4. Select 'Save' ✅
5. This will then show the multiple assigned staff members
6. You have now assigned multiple staff members to one client! 🎉
❓ FAQs
💡 How will multiple staff members assigned affect the client list?
All staff members assigned will appear in the Staff member column in the clients lists on both My clients tab and All clients tab.
A client assigned to multiple staff members will appear in the My clients list for all staff members assigned.
💡 How will multiple staff members assigned affect the dashboard?
If a client is assigned to multiple staff members, they will still count as 1 client in the dashboard data. E.g. if John Doe is assigned to 5 staff members, his data will be counted 1 time, not 5 times.
💡 How will multiple staff members assigned affect inbound referrals?
New client: When accepting/declining a referral for a new client, the staff member selected will be assigned as normal.
Existing client: When accepting/declining a referral for an existing client, if a staff member who is not currently assigned to the client is selected, the new staff member will be added to the client’s staff members assigned. If the staff member who is currently assigned to the client is re-selected when accepting/declining a referral, the client’s staff members assigned will remain the same.