Multi License - Managers, Add a new license adding a counselor, add counselor, new counselor
adding a counselor, add counselor, new counselor
At the very top of your Quicklist, you'll see a button to "Add License"
Upon adding a counselor, please be aware that you will incur an immediate charge upon completion of the addition process. This fee corresponds to the cost of the counselor's license. Before you finalize the addition, a prompt will appear for you to confirm your action. It is crucial to meticulously review all entered information to ensure its accuracy, as this will help prevent any potential issues in the future. Once you confirm, the counselor will be officially added to your account, allowing you to proceed with setting up their profile and assigning students as necessary.
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Navigate to the "+License" > Enter the Counselor's information, and then click on "Charge Me..." to proceed
a confirmation prompt will appear to verify your additional charges
Select whether you want your Counselor invoicing clients directly from the Accounting Tab
Click "Assign Students" to move existing students over to the newly created Counselor
Check the appropriate student(s) and click "Assign Selected"
See your newly created Counselor and their Students in the Quicklist
