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.
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
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 6: Appointments
CH 7: Client Report Forms
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 16: Global System Settings
CH 17: Form Setup (Four Forms)
CH 18: Tips and Questions
CH 19: Support
This manual applies to the current version of WCONLINE® and is constantly updated as new features are released.