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Step 6: Intaking New Clients

Activating Clients Clients who download your Qix app and sign up will appear listed in…

Written by alex
Last updated 3 months ago


Activating Clients

  1. Clients who download your Qix app and sign up will appear listed in Manager. The next step is to learn how to activate their app user accounts!
  1. Take a look at the “Status” column. If that app user is listed as “Not Activated,” it means you must activate them in order for them to get into your app (beyond basic messaging).
  1. Click/Select the phone icon (will change to clickable box upon hover) next to that client’s details:

4. Once selected, click ‘Tools” then click “Activate”

You may also do this action (or any action in “Tools”) in bulk by clicking the circle above the phone icons (selects all clients in list) and clicking “Activate.”

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