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Overview

This Knowledge Base article discusses adding clients to a service, to a waitlist, and exiting clientsexiting existing clients from a service. The client will first need to be added to a service: Add Existing Client to a Service.

☑️ Requirements/Dependencies

Before users are able to add clients to a service, waitlist or exit a client:

• They must have a valid ShareVision login

• The user’s roles must have access to the Add to Service and Exit from Service Buttons

\uD83D\uDCD8 Add to a Waitlist

A client is on the waitlist when they have a referral date to a service but no start date. You can add a client to a waitlist in two areas on your site:

1) From the Client Contact Info PagePart

2) From the Service Participants PagePart

Add to Waitlist from the Client Contact Info PagePart

1. Go to the Client Contact Info PagePart, typically found on the Client Details Page (Client Portal → Select Client → Client Contact Info PagePart)

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2. Click Add to Service

3. Select the Service for which you want to add the client to the waitlist

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4. Add the Referral Date, do NOT enter a Start Date - this will add the client directly to the Service, not the Waitlist

5. Click Finish

6. Once saved, you will see the waitlisted service displayed under the Service Waitlist field on the Client Contact Info PagePart

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7. The Client will also be visible on the Participants PagePart for the waitlisted Service

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8. A user can identify a waitlisted client on the Participants Page Part by:

   1. Using the Show All, Active, Waitlist toggle at the top of the Page Part

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b. By hovering over the buttons beside the client. A waitlisted client will have both the Add to Service and Remove from Waitlist buttons beside their name, clients in the service will only have an Exit Service button

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Add to Waitlist from the Services Participants PagePart

1. Navigate to the applicable Service Participants PagePart, typically found on the Service Details Page (Services Portal → Select Service → Participants PagePart)

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2. Click Add Client

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3. The Add Client Wizard will appear, search for the client you want to waitlist in a Service

4. Once the Individual has been located in the search, press the Add to Service Button beside their name

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5. The Client and Service fields will be automatically filled in as we begin the process in the applicable services Participants PagePart (step 1)

6. Enter a Referral Date, DO NOT enter a Start Date - this will add the client directly to the Service, not the Waitlist

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7. Click Finish

8. You will be redirected to the Service Details Page where the process was started and the waitlisted client will now appear in the services Participants PagePart

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9. The waitlisted service will also appear on the client’s Client Contact Info PagePart in the Service Waitlist field

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Add to a Service

Clients can either be added directly to a service, or they can first be put on the waitlist and later added to the service when space allows.

Add Client to a Service (Not from Waitlist)

Follow the steps from the Add to Waitlist section of this article, instead of adding a Referral date, add a Start Date. A Referral Date can also be added if needed but is not mandatory.

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Once a client has been added to a service, it will appear in the Services field of the Client Contact Info PagePart

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Exiting a Client from a Service

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