When new clients register or book a lesson through the Website Booking Plugin, Teachworks automatically checks for existing accounts. If an exact match is not found, a "Pending" profile is created.
To clear a pending profile, you have two options depending on whether the client is completely new or already in your system:
Method 1: Activate the Profile - This creates a new "Active" profile.
Method 2: Merge the Profile - This merges the data into an existing profile.
You can find the steps for using each of these methods below:
Method 1 - Activate the Profile
Use this method if the pending profile belongs to a completely new client who does not have an existing account in your system:
Click on "Calendar" and then click on "Lesson Bookings".
Click on the "Pending" button next to the client you'd like to activate.
In the pop-up, select "Activate without merging" in the "Choose Customer Action" field.
Click on "Submit" to activate the client and create a new profile.
TIP: If you have the Lesson Bookings widget active on your dashboard, you can completely bypass the navigation menus. Simply click the :Client Pending" button directly from your dashboard widget to immediately trigger the decision pop-up and choose your action.
Method 2 - Merge the Profile
Use this method if the pending profile belongs to an existing client, but a match wasn't found (Ex: They used a different spelling of their name like "Jon" instead of "Jonathan"):
Click on "Calendar" and then click on "Lesson Bookings".
Click on the "Pending" button next to the client you'd like to merge.
In the pop-up, select "Merge with Existing Customer" or "Merge with Existing Child Student" in the "Choose Customer Action" field.
Click on "Submit" to merge the profile to an existing customer or child student's profile.
