How to assign Clients to Team Members

Step 1: Navigate to the staff member's employee card

Step 2: Click on "0 Cases" under Client Cases

Step 3: Assign the clients 

Step 4: Click Save 

Important Notes:

1. Staff members will be able to view the client's basic information, schedule, and send In-Mail messages with the clients that they are assigned to.
2. Need additional support? Schedule with our Business Success Manager, Courtney at tidycal.com/cschellman