You can edit a Client's details by navigating to the Client's profile and selecting Actions > Edit Profile. Adjust the Client's details and 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 also make these required) which will appear under the ‘Extra Fields’ tab.
An example of a Client profile, with Edit Profile highlighted in the Actions dropdown menu.
To change a Client's email address, simply navigate to the Client’s profile, and select Actions > Edit Profile. From here you can edit the email address found in their 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 - simply navigate to the Client’s profile, select 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. This will only appear if there is another live branch to which you would copy them.
What Labels are automatically applied to Client profiles by the TutorCruncher system?
These are the two Labels that can be automatically applied by TutorCruncher:
Self Sign Up: Applied to Tutors and Clients when they sign themselves up.
Enquiry: Applied to Clients when they fill in an enquiry form.