Occasionally, a booking may be made for the wrong client, such as if a mother books herself instead of her child for a class. To fix this, unlink the request from the client. Then, either link the request to the correct, pre-existing client OR create a new client to link this request to. Here’s how
From the Frontdesk, head to the Activities header, click Current and then Edit on the activity of your choice.
Select the Requests tab, enter the currently booked client into the Search field.
On the client tile, click Actions, then Unlink Client. The following message will appear.
Click Unlink.
On the client tile, the tag next to the client’s name will now read not linked. Click this tag to proceed to the Link Client window.
In the Link Client window, use the Search field to find the correct client’s name. The search box can be used to find client’s based on
Name
Email
Birthdate
Mobile No.
Phone No.
Once you identify the client, click Select, then Save. You’ve successfully linked the correct client.
