If Locations are being used by your organization, when a Client is created, they are assigned to a Location. Once a client is assigned a Location, you may move or assign them to a new Location.
- Hover over the Managers tab from navigation bar and select Client Manager.
- Click the Current Location drop-down and select appropriate Location.
- All Clients assigned to that Location display.
- Select desired Clients to move or reassign.
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OR select the top checkbox to select all Clients at that Location.
- Scroll up to Action Filters.
- Click Move checked clients to drop-down and select appropriate Location to move Clients to.
- Click Move.
- Clients will not be assigned to new Location.