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Email Integration

Adding Your Inbox

Employee Card Support

Assigning Team Members and Clients

Employee Portal Support

Completing Tasks on the Employee Portal Employee In Mail System Employee Initial Log In Employee Schedules & Availability How to Complete Forms

Parent Portal Support

Completing Forms Parent Scheduling Uploading Documents Initial Log In

Tasks and Projects

Translation Features

Form Translations In Mail Translations

User Access

Adding Admin Users Parent Portal Access Employee Portal Access

Quick Start

Setting Up Company

Business Settings

Email Templates Configuring Settings

Automations

Insurance Card Expiration Alert Forwarding Automations Intake Board

Form Builder

Add Forms to Your Website Adding Language Translation to Forms Create a form Review Form Question Types Send a Form

Scheduling Sandbox

Scheduling Musts!

Scheduling Algorithm

Workflow Boards

How to Move and Copy Client/Employee Cards on Boards How to Use Checklists Creating Board Automations

Map

How to Utilize Maps

Communication Platform

In Mail Mass Messaging Set Up Texting

Employee Card Support

Assigning Team Members and Clients

Admin team members can assign supervisors to specific employees and clients to streamline scheduling, communication, and access to contact information. This not only saves time but also supports our forwarding automations for seamless coordination.

Articles in this category

How to Assign Team Members to Supervisors

This article will guide you through the process of assigning team members to supervisors, helping you organize staff roles and ensure clear lines of support and oversight.

How to View Client Contact Information

You can view contact information directly from the Client Card. Simply open the card to see key details such as email address, phone number, and any other contact information entered for that client.

How to assign Clients to Team Members

This article will teach you how to assign clients to both supervisors and behavior technicians. 

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