Client Off-boarding Process
- Krystal Ratukore (Unlicensed)
- Debby Gibson
Owned by Krystal Ratukore (Unlicensed)
We understand that at times your business may loose clients. Clients who are lost to your business must be off-boarded from your internal systems and databases with relevant information being archived for record keeping purposes.
Depending on whether or not your Nimbus account is integrated with a CRM or Practice Management system, the process for off-boarding Clients from Nimbus will differ.
Please refer to the following linked articles which will guide you through the process of off-boarding your Clients details from your Nimbus account.
Client Off-boarding Process - non-integrated
Clients Off-boarding Process - XPM