Are you seeing duplicate students in your account?
The system generates students based on email address, so if student A schedules a meeting with email X, then student A schedules another meeting with email Y, you'll see student X listed twice in your quicklist.
Student records are created by user email address - so if different email addresses are used by the same student = 2 students
If you activate the student, a Google Drive folder will be generated for them, and you'll have two folders for these students in your drive.
- When creating the "Meeting" type Calendly event be sure to tell the new customer that the student's info and email goes on the first line - always.
- Be sure the returning customer is reminded to continue using the same email address and not choose a new one mid-service. You can add multiple addresses to one student's record so that CounselMore will look for a match and merge the 2 as one - as it should but it cannot account for a person who randomly chooses a new communication stream.
