Add Existing Client to a Service

Table of Contents

Overview

This Knowledge Base article discusses adding clients to a service, to a waitlist, and exiting clients

☑️ 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 Page Part or 2)from the Service Participants Page Part

Add to Waitlist from the Client Contact Info PagePart

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

2. Click Add to Service.

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

   

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 Page Part

   

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

   

   1. A user can identify a waitlisted client on the Participants Page Part by either using the Show All, Active, Waitlist toggle at the top of the Page Part

or 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

Add to Waitlist from the Services Participants Page Part

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

   

2. Click Add Client

   

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

   

5. The Client and Service fields will be automatically filled in as we began the process in the applicable services Participants Page Part (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.

   

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 Page Part

   

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

   

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.

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

The client will also appear in the

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