MOVING A COACH IN CLEAR CONNECTION

Policy

When a Client needs to be Moved to Another Coach in CC

Task 

When a Client Needs to be Moved to Another Coach in CC:

1. Navigates to https://new-cc.naturalacneclinic.com/login

2. Selects the "Client List" located on the top right of the page

3. Searches for client name, click the profile open

   

4. Clicks the pencil next to the coaches name

5. Selects New coach from drop down

6. 

7. Notifies New coach of the change