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Client Workflows and Tools

Processing functions to help you manage Clients.

  • Setup Client Opt-In / Opt-Out

    Opt-In versus Opt-Out Sites can be set up to either require clients to Opt-In or Opt-Out of marketing options.  Follow these steps to alter settings to the desired method.  The values set in the Clien...

  • Setup Grading

    There are two methods to record grades within XenDirect. Assignment Method:  This is the most common method and is supported in all versions of XenDirect.  The process is to record a single grade for ...

  • Transfer Attendance (Client)

    Used to transfer all attendance records from one Client ID to another Client ID in one step. Navigation Tools > Client Functions > Transfer Attendance Applies To:    Enterprise    Details Source Clien...