Add a Client
- To add clients, navigate to Clients > Add a Client tab
- Enter First Name and Last Name
- Client ID is optional as it will auto-generated if left blank
Other settings and information
Basic Info Tab
- Call: Allow client to call the facility phone number to check in.
- App Check In: Allow client to check in via the ConnectComply app.
Remove a Client
- To remove a client, navigate to Clients
- Click a client’s name to view their record
- Client must be set to inactive (Active > No)
- Click Remove Client
- Click OK
Tip: Consider setting a client to Inactive instead of removing them. This will give you access to their history and they can be quickly reactivated, should they return to your program.