Introduction to Clients

Clients are one of the main data content areas in XenDirect. The term Client is used to refer to students, learners, customers, and whatever other terminology may exist to represent those who purchase and register for services.

A Client has one main record (profile) which is linked to the Branch. In a multi-Branch system, the Client can be shared across more than one Branch. In that setup, there still is only one Client record, not one per Branch. Data changes to that profile record display for all Branches.

Under the Client profile record are numerous possible related records such as assignments, invoices, payments, and more. All of these subtables except one can have many records linked back to the single Client record. These subtables are unique per Branch and are not shared across Branches. The Intake/Exit table is a partial exception in that it will only contain one record per Client, but it still is unique per Branch.

Clients can be tagged as Individual or Corporate clients. Corporate Clients are those associated as a company rather than as an individual person.