Table of Contents
Overview
This Knowledge Base article discusses exiting (removing) existing clients from a service. The client will first need to be added to a service: Add Existing Client to a Service.
\uD83D\uDCD8 Exit Client from a Service
A client is active in a service when they have a start date but no exit date. Clients can be exited from a service in by inputting an exit date in the following areas of your site:
The Client Contact Info Page Part
The Participants Page Part in a Service
The Clients Portal
The Participant’s Service History Page
The Service’s Service History page
Exit Client from a Service via the Client Contact Info Page Part
Click the Clients Portal
Select the Client you’d like to exit from a service
The Client Details Page will open. Find the Client Contact Info Page Part to the right. Note that the Client Contact Info Page Part may be in a different location on your site
Click Exit Service
Select the Service for which you want to exit the client. Only Services the client is currently active in or waitlisted for will appear in the drop-down
Add an Exit Date
Click Finish
Exit Client from a Service via the Service's Participants Page Part
Click the Services Portal
Select the Service you wish to exit the client from
The Service Details Page will open
Locate the Participants Page Part. Note that your ShareVision site may have a different location for the Page Part
Notice that Clients who are waitlisted for the selected Service also show up here. You can use the “Remove from Waitlist” or “Add to Service” buttons next to the waitlisted Client. However, Clients that are already in the Service will only have a “Remove from Service” button next to them.
Search for the name of the client you want to remove. Remember to use the form [LastName, FirstName], or you can search by only their last name or by only their first name.
Click on the Remove from Service button
The Client and Service fields will be automatically filled in. Enter an Exit Date and click Finish
Exit Client from a Service via the Clients Portal
Click the Clients Portal
Use the search bar to locate the client you’d like to exit from a service
Once the client is found, click the three dots beside their name and then click Exit Service
A new Page will appear. Select the Service you’d like to remove the client from in the Service drop down. Note: only Services the client is currently in will appear in the drop down
Enter an Exit Date and click Finish
Exit Client from a Service via the Client’s Service History Page
Click the Clients Portal
Select the client you’d like to exit from a service
Click the Service History Page
Click Add History
Select the service you’d like add the client to in the Service drop down.
Add a Start Date
Click Save
Exit Client from a Service via the Services History Page
Click the Services Portal
Select the Service you wish to add the client to
Click the Service History Page
The Service History Page will typically have three Page Parts - Active Clients, Waitlist, and Exited Clients
All three Page Parts use Service History as the data source, for this reason, a user can click the Add History button on either of the Active Clients or Waitlist Page Parts as it will be an entry in the same list, how the entry is filled will determine whether the client is active or waitlisted.
Click Add Service History
Select a client from the Client drop-down
Add a Start Date - this will add the client directly to the Service, not the Waitlist
Click Save