Remove Client from a Waitlist

Table of Contents

Overview

This Knowledge Base article goes through the process of removing a client from a service waitlist.

☑️ Requirements/Dependencies

Before users are able to remove clients from a waitlist they must:

• Have a valid ShareVision login

• The user’s roles must have access to remove clients from services

\uD83D\uDCD8 Remove from 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. The Service Participants Page Part

2. The Service History Page (in the Services portal)

3. The Clients Service History Page

Remove Client from Waitlist using Service’s Participants Page Part

1. Click the Services Portal

   

2. Select the Service you wish to remove the waitlisted client from

   

3. Navigate to the Service Details Page

   

4. Locate the Participants Page Part. Note that your ShareVision site may have a different location for the Page Part. Remove Client from Waitlist using Participant's History Page

   

5. Waitlisted clients can be identified in two ways

   1. Using the Show All, Active, Waitlist toggle at the top of the Page Part. Selecting Waitlist will filter the Page Part to only show clients on the service waitlist.

      

   2. 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

      

6. Once you have located the waitlisted individual you’d like to remove, press the Remove from Waitlist button

   

7. A new page will appear, add a date to the Exit Date field

   

8. Click Finish

Remove Client from Waitlist using Service History Page

1. Click the Services Portal

   

2. Select the Service you wish to remove the waitlisted client from

   

3. Click the Service History Page

   

4. The Service History Page will typically have three Page Parts - Active Clients, Waitlist, and Exited Clients

   

5. Find the waitlisted client you want to remove in the Waitlist Page Part and press the three dots beside their name

   

6. Click Edit on the pop-up menu

   

7. Enter a date in the Exit Date field

   

8. Press Save

Remove Client from Waitlist using Client’s Service History Page

1. Click the Clients Portal

   

2. Select the client you’d like to remove from a Service Waitlist

   

3. Click the Service History Page

   

4. Locate the Waitlist Service History entry, an entry for the waitlist will have a Referral Date but no Start Date

   

5. Click the three dots beside the Service you want to edit then press Edit

6. Enter a date in the Exit Date field

   

7. Press Save

Viewing Services a Client is Waitlisted in

Once a client has been removed from a service waitlist through one of the three areas of your ShareVision site listed above, there are two places a user can verify the client was successfully removed from the waitlist: the client’s Client Contact Info Page Part and a services Participants Page Part.

The Client Contact Info Page Part

Any Services a client has been waitlisted in will appear in the Service Waitlist field on the Client Contact Info Page Part. Below, we can see that Jimmy Anderson is waitlisted in the Service: Online Book Club. If the Service does not appear on the Client Contact Info Page Part, the client has been removed from the waitlist.

The Participants Page Part

All participants currently active or waitlisted in a Service will appear on the Services Participants Page Part, typically found on the Service Details Page (Services Portal → Select Service → Service Details Page → Participants Page Part). Note that your ShareVision site may have a different location for the Page Part

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

If the user you have removed from the waitlist is not visible in the Participants Page part as active or waitlisted, they have been successfully removed from the waitlist

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