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Academy: Assign or disconnect a schedule to or from a customer

In this article, we will show you how you can assign or disconnect a customer to or from a specific pro or schedule. 

In some cases a client or customer might need to be assigned to  new or additional pros or schedules. This can all be managed form the academy Clients page

  • Access your academy account and click CLIENTS
  • Search for the client in the clients page or the top search bar
  • Open the client by clicking on the name
  • Navigate to SCHEDULES in the top menu
  • To disconnect a client from a schedule, click DISCONNECT behind the schedule name
  • To switch from one schedule to another, click SWITCH behind the schedule name
  • To connect a new or additional schedule, click CONNECT at the top right
  • Select the Schedule to connect with
  • Click CONFIRM after each action

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