Service & Quality are Everything

Client & Record Management


Client & Record Management lists every registered client or user in your system. So if someone has registered using the registration form or has been registered using the "Add a New Client" form, that individual shows up in Client & Record Management.

Go into Client & Record Management to find a client for any reason, such as to help with a password change, to check a student's list of no-shows, to quickly see if someone is an administrator, or to see the email address someone used to register (and so is using to log in).

When you first start using WCONLINE, you and only maybe a co-director and a staff member might be first people to register and so will be the only ones to show up in Client & Record Management. As soon as students start registering, you will see hundreds to thousands of clients listed, and those will be mostly students using your center. As a note, nearly all your appointment statistics depend on people having made appointments, so your own and your staff's registration will not affect appointment statistics.

Chapter Sections

SECTION 1: Client & Record Management Options

SECTION 2: Working with Each Client in the List

SECTION 3: Notes on Client Profiles

SECTION 4: QUESTIONS: Client Seems to Have Extra Data

WCONLINE Product Manual

The product manual is available completely online. To browse the manual, choose a chapter from list below or use the search tool to quickly search the entire manual.

CH 1: This Manual

CH 2: My Center Opens Today

CH 3: WCONLINE Login Page

CH 4: Text-Only & Mobile

CH 5: Schedule View, Navigation and Options

CH 6: Appointments

CH 7: Client Report Forms

CH 8: Administrators and Non-Administrators

CH 9: Blackout Times Management

CH 10: Blackout Times Examples

CH 11: Synchronous Online Meetings

CH 12: SSO and LDAP/S

CH 13: Card Reader Support

CH 14: Schedule Management

CH 15: Starting Availability Management

CH 16: Global System Settings

CH 17: Form Setup (Four Forms)

CH 18: Tips and Questions

CH 19: Support

CH 20: Terms of Service and Other Company Information

This manual applies to the current version of WCONLINE® and is constantly updated as new features are released.