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- Kara Connect Workstation: Client and Booking Management
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- Kara Connect Workstation: Clinics - Setting up in-place service offerings for your Team Members
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Clients
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Wellbeing Hubs: Resources for HR Managers
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Professionals: How can I permanently close a client's treatment within Kara Connect?
If you want to close a client's treatment, follow the steps below.
Please note: Only the professional who has ownership of the client's treatment can permanently close the client record and treatment.
1. Login to your Professional Kara Connect account.
2. Click Clients at the top of the screen.
3. Click on the client whose treatment you would like to close.
4. Under Treatment state on the left-hand side, click Closed.
5. Click Save.
6. After you have closed the client's treatment, go back to Clients and then click Deactivated.
Here you will be able to find the client whose treatment you have just closed.