Skip to main content
All CollectionsMy employees
Assign a client to a professional
Assign a client to a professional
Patrick GOrendezvous avatar
Written by Patrick GOrendezvous
Updated over a year ago

To assign a client to a professional, perform the following steps:

1. Click on Clients

2. Choose the desired list

3. Select the desired client

4. Click on Notes

5. Click on Primary Professionnal and select the professional to whom you wish to assign the client

6. Click on Save

Did this answer your question?