Assigning and transferring clients

Who gets a client

• A client added by hand is assigned to the person who added them.
• A lead from your website, an ad, a portal or an import is assigned by Lead distribution, or to the person the integration names.
• A walk-in registered at the front desk goes to the rep the desk picks.
• When someone is deactivated, their live clients become Unassigned (the chip on Clients) until a manager transfers them.

Transferring several clients

1. On Clients, tick the clients to move, then click Transfer next to the chips.
2. In Transfer clients, pick the colleague under Choose team member. You only see people you may transfer to: admins see everyone, a manager sees their team.
3. Choose the History access: Transfer with follow-up history (the default) or Transfer without follow-up history. Without history, the new person sees the client’s details and stage but none of the earlier timeline, remarks or follow-up dates.
4. Click Transfer clients. A banner confirms Transferred N clients to <name>.

Transferring one client

On the client page click Transfer client, pick the person under Assign to and click Transfer client. A single transfer always moves the history with it. On the phone, managers hold clients in the list and tap Reassign, with the option Move the activity history too.

What happens on a transfer

• The client’s Handler changes; the Owner (who brought them in) stays. Open follow-ups move to the new person.
• The timeline gets an entry: Transferred to <name> with follow-up history (or without).
• The new person gets an in-app and push notification, A client was transferred to you, and, if your WhatsApp number has lead alerts switched on, the lead-alert template on WhatsApp (at most five messages per bulk transfer).
• A dumped client can only be moved by the site head over its rep or by an admin. A client with a unit on hold or a booking in progress can only be moved by an admin; otherwise declare the rep unavailable under Users so the hand-over keeps the booking intact.