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(question) Overview

This Knowledge Base article discusses exiting 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

Exiting a Client from a Service

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