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Home > Clear Connection 2.0 > How to Move a Client from one Coaches Dashboard to another in Clear Connection
How to Move a Client from one Coaches Dashboard to another in Clear Connection
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1.  Log into the Manager's Clear Connection Dashboard.

 

2. Click on the Clients Icon, which is located in the upper right hand corner. 

 

3. Use the Search Engine, located on the upper right hand side, to search for the client.

 

4.  Click on the Client's Name.

 

5.  Once you are in the Client's Account, you will find the Client's Coach in the upper left hand side of the page, under Program Information.

 

6.  Click on the Pencil Icon next to the Coach's Name.

 

7.  From here you will see a Dropdown Menu with all of the Coaches Names.  

 

Please Note:  There may be former Coaches list, so you will want to make sure you are choosing the correct Coach.  

EX: There is an former employee and current employee named Casey.  

 

9.  Once you choose the Coach's Name, click Save.  

 

 

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