A client is listed as a draft if the Client Onboarding process has not been completed. To update the client status to Active, follow these steps:
After adding the client, open the client's modal.
Navigate through each tab in the client modal and ensure that all necessary information is filled out in each tab:
- Clinical Info
- People
- Finances
- Trees
- File
Finish the Onboarding Process:
- Click the Finish button.
- A dialog box will appear, prompting you to send a welcome email to the client. Click the Complete button to finalize the process.
Once these steps are completed, the client status should change from Draft to Active.