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The Lookout Manual
Members: Creating and Managing Clients
Members: Creating and Managing Clients
R
By Tate and 3 others
4 authors
11 articles
Overview - Managing Members (Clients)
Signing Up New Clients (Members)
Editing/Deleting/Archiving Members
Managing Visits (Rostering)
Setting Matching Requirements for a Member
Rostering Should Knows
The Help Plan
Managing multiple funding schemes
Survey Management
Referrals
Member leave