Menu Close



If you utilize the online application form client profiles will be automatically generated when the applicant submits their form.  Client profiles can also be added manually by an administrator.   Once a client profile has been entered, organizations can define their status in whatever way meets their needs.  The following status options (and generalized definitions) are listed below:   Applicant – clients who have completed the application form, but you haven’t looked at yet In Process – clients who you have started to onboard, but there is still more work to do Accepted – active clients requiring/obtaining services Inactive - clients who do not require services for a period of time, but are expected to return Archived – no longer a client and in all likelihood, not coming back (encounters, contact info and custom fields remain in their profile). Removed – only logged encounters and feedback remain in your system   There are also many functions that can be performed from within a client profile, some of which include communicating directly with a client, creating connections with volunteers, running individual reports and logging encounters.