Automatically Mark Clients as Inactive After 60 Days of No Activity
M
Melissa Brubaker
Yes please! Right now inactivity is no action on an account. Would be better to have option for this to be connected to there being no appointment scheduled in x amount of days.
A
Abbi Moore
Merged in a post:
Automatically Mark Clients as Inactive After 60 Days of No Activity
W
William Schroeder LPC
Set IntakeQ to automatically mark a client as inactive if they haven't scheduled any sessions within 60 days of their last visit and no invoice or appointments present, with a task generated to confirm the client's inactive status.