Clients - Profile

Adding notes to a client profile
Go to the Main Menu and select Client List,  enter the client’s name in the Search Field Select the Edit button above the Client Profile Tile In the Pro...
Fri, 9 Jul, 2021 at 2:42 PM
How to View Client Consents, such as Use of Image
If you want to take photos of activity participants for promotional material, you need to check that they’ve given their consent to using their image. Here’...
Thu, 30 Mar, 2023 at 8:50 PM
How to Add a Client’s Dependent Children
If you provide childcare for clients attending your activities. Add this information to the client’s profile. From the Frontdesk, go to Clients and se...
Thu, 30 Mar, 2023 at 1:15 AM
Adding a client's Covid vaccination status
You can record a client's Covid vaccination status  1. Go to Main Menu, select Client List, enter their name in the Search field 2. On the Client t...
Mon, 3 Jan, 2022 at 3:42 PM
How to Update a Student’s Info for AVETMISS Reporting
From the Frontdesk, go to Clients and select Client List.  Fill out the Search Field and select the Edit button on the Client Profile tile. Scroll d...
Thu, 30 Mar, 2023 at 12:46 AM
Add Enquiry Tags
The Add Enquiry feature helps you record all the requests your Centre receives. That way you can follow up with people at a later time.  Go to Main Me...
Thu, 17 Oct, 2024 at 3:59 PM
Recording an Enquiry from a person seeking assistance
To record an Enquiry  Go to Main Menu select Front Desk, then click on Add Enquiry  The Form will open up in a separate tab First n...
Thu, 17 Oct, 2024 at 4:01 PM
Collecting eligibility evidence from participants
For a student to be eligible to enrol in ACFE Board funded pre-accredited training, providers must ensure that participants meet the following conditions - ...
Mon, 6 Jan, 2025 at 9:52 AM