This article will provide the steps necessary to add a client to a program.
The following are some quick instructions on how to add a client to a program.
To add an account to a program, as long as the person has the privileges...
- Access Clients via People section in the Engagement Menu:
- Search for the client by name via one of the filters…
- Click on their Account ID.
- Once the Account opens, click Edit.
- Expand the Programs section…
- Click on the ‘+’ to add a program:
- Select the Program from the drop-down list…and then click Select.
- Click the Edit grid to change the Status to 'Enrolled'.
- Click Save to save your changes.
- The program will now be applied in the Account - Be sure to click SAVE to save your entries.
