Activating or Merging Pending Client Profiles

Profiles added through the Website Booking Plugin will have a "Pending Status" (if an exact match isn't found in Teachworks).

1. Activate to Create a New Profile

You can activate pending profiles by going to Calendar > Lesson Bookings and clicking on the "Pending" link next to the relevant client. Under "Choose Customer Action", select the "Activate without Merging" option.

If you have the “Lesson Bookings” widget on your dashboard, you can quickly activate new clients by clicking on the red “Client Pending” link and choosing an action.

2. Merge into Existing Profile

If the pending profile is for an existing client but a match wasn't found (ie. the spelling submitted with the booking didn't match their name on the profile) you can merge the pending profile into the client profile.

Go to Calendar > Lesson Bookings and clicking on the "Pending" link next to the relevant client. Under "Choose Customer Action", select the relevant option for merging and then select the profile that you want to merge the family and/or student into.