Service & Quality are Everything

Client & Record Management


Client & Record Management lists every registered client or user in your system. Ir someone registered using the registration form or was 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, check a student's list of no-shows, quickly see if someone is an administrator, or check 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. Note that 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 View and Options

SECTION 2: Edit Profile & Account

SECTION 3: Problems with Shared Staff Accounts

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: Update Profile & Email Options

CH 15: Client & Record Management

CH 16: Schedule Management

CH 17: Staff & Resource Management

CH 18: Starting Availability Management

CH 19: Announcement Management

CH 20: Mass Email Tool

CH 21: System Statistics

CH 22: System Data Export

CH 23: Master Listings Report

CH 24: System Utilization

CH 25: Global System Settings

CH 26: Form Setup (Four Forms)

CH 27: Module Setup: Early Alerts/Flags

CH 28: Module Setup: Time Clock

CH 29: Module Setup: Survey

CH 30: Tips and Questions

CH 31: Support

CH 32: 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.