You can edit a Client's details via People > Clients > select the Client > Edit Profile. Adjust the Client's details and click Submit. The Client's last name and profile status are required fields, and we recommend that you include an email address so that they can receive important communications. You can also add in Custom Fields, and make these required, which will appear under the 'Extra Fields' tab.
An example of a Client profile, with Edit Profile highlighted.
Changing a Client's email address
To change a Client's email address, go to People > Clients > select the Client > Edit Profile. From here you can edit the email address in the 'Email' field, before clicking Submit.
Note: The Client will then receive an email to confirm their new email address, and they must confirm this new email address within three days.
Frequently Asked Questions
Can I copy a Client profile from one Branch to another?
Yes. Go to People > Clients > select the Client > Actions > Copy to another Branch. This will open the 'Copy to another Branch' panel, from where you can choose which Branch to copy the Client to.
Note: This option only appears if there is another live Branch to copy them to, and if you have the 'Change Branch' permission on your Administrator profile.
What Labels are automatically applied to Client profiles by the TutorCruncher system?
These are the two Labels that can be automatically applied by TutorCruncher. You can manage both via System > Settings > People and Activity > Labels:
Self Sign Up: Applied to Tutors and Clients when they sign themselves up.
Enquiry: Applied to Clients when they fill in an enquiry form.