How to Add and Activate a New Client

This guide provides a walkthrough for setting up a new client profile and transitioning them to active status within your system. Follow these instructions to ensure all account information is correctly entered and the program activation process is completed efficiently.

Michelle Gutierrez
9 steps
4 minutes

Google

Reconnectmanager

Client Registration

Navigate to the Client List.

Click "Add Client" to open the registration form.

Enter the client’s details. Keep in mind that case managers should be added for view access to their participants, and the External ID field may not be relevant for your use.

Click "Submit" to save the client profile.

Participant login information

Select "Client Info Sheet" from the sidebar menu.

Click "English" to generate the client information document.

Click "Activate" and select a program start date. This will prompt the account to be active and allow client communication when activated. (If you forget this step, they might still appear as inavtice on your client list)

Activation Verification

Navigate back to the Client List.

The **Activate** section allows you to view both active and inactive clients. If a client does not appear as expected, it may mean they haven’t been activated. This section can be used as a quick way to spot-check your client statuses.