Client Import

This feature will import some client data from an external data source, like a university registration system.  It can be used to update existing clients or add new clients.  The data imported is chosen by your center administrator, and may include the information on the Contact Information tab on the client screen, and a data form.  There is an additional fee for this feature.

This feature is set up by your center administrator.

Update an Existing Client

1. Search for the client.

2.  Click the Edit icon on the menu bar.

3.  Click the Import icon on the menu bar.

4.  Click OK on the warning message and to update the client's information.

5.  Click OK to confirm that the client has been updated.

6.  Click Save.

7.  Click Exit.

Adding a New Client

1.  From the calendar screen, click Open > Client.

2.  Enter the unique identifying information required for the client import (most likely the student ID number).

3.  Hit the tab key.  If a match is found in the external system, a green information message will appear at the top of the search screen.

4.  Click New Client.

5.  Click Yes to add the client using the imported data.  The client screen for the new client opens.

6.  Complete your center's process for adding new clients.  (Note:  It is likely that the client's information and form are not complete, and remaining data must be entered manually.)