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Established client inquiry

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I didn’t know where this belong. However, I have some established clients who I went ahead and made profiles for, but their status is still pending. I’m assuming because they have to actually activate their own account to have access to their client portal or whatever. I just don’t want to make it redundant or confusing to them…or myself lol.

Posted by Tanyah Anderson ·
5 comments

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Comments5

  • Lucas Steflor

    Team•

    Jan 11

    Hey @Tanyah Anderson . @PSPP KH is correct in how the status gets updated. This status is only visible for you, and is really just an indicator of whether or not a client has created a portal account or not. A “Pending” client is still fully created from your point of view, and you can use them in the system however you like

    Actually, I’d like to rework this indicator a bit as it can be misleading, and some businesses may choose not to always use the portal/not at all.

    • Jackson PSPP

      •

      Jan 29

      HI @Lucas Stefanski , quick follow-up question… If a business or client doesn’t want to use the portal, how does that work if they book again later on? They just fill in the intake form again right? Is there anything else that happens differently in this type of situation? Thanks

      Jackson

      • Lucas Steflor

        Team•

        Jan 29

        Hey @Jackson PSPP , yes, in this scenario, they would have to fill out the intake form again. There is, however, a check when filling out the form that prompts a client to sign in if their email is recognized:

        A notice to clients trying to submit an intake form that already have an account

  • Jackson PSPP

    •

    Jan 7

    Hey @Tanyah Anderson I wasn’t sure about pending status not too long ago myself and what i learned was that once your client follows the link to their portal, the status will change to active. They get the login link via the welcome email, which you can send or resend them any time you want. if that doesn’t solve it or if you want more detailed info you can click the msg button on the bottom right of your screen and then click “messages” which will open a chat with a chatbot. Ask it about clients pending status and if you still want more info just tell the bot you would like your questions to be sent to Lucas or Scritches team member….

    Hope this helps

    • Tanyah Anderson

      •

      Jan 18

      Thanks guys!