Activating your New OCS Clients

When your client books online you will want to make sure you manage them so that you will not end up with duplicate clients in your client list.
With managing your OCS Clients we give you the option to Merge with and existing client or create them as a NEW client.

Manage>Clients>OCS Clients needing activation

Manage your New OCS Clients

Step 1. Select a client from OCS Clients needing activation
Step 2. You will be prompted with Activation Options
Step 3. You will either Merge them with an Existing Client/or be able to Create a New Client Record


Did you find this article helpful?