How do I set a default location and program for a client?

Follow

Setting a new Default Program/Location

  1. Go to People > Settings > Client
  2. Under New Client Default Location select the location
  3. Under New Client Default Program select the program

 

Changing Client Default Program/Location

  1. Go to People > Clients
  2. Click the Select All Checkbox
  3. Then select the Select all X Clients
  4. Bulk Actions > Change Default Program/Location

 

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