In the Clients tab on the dashboard, every client is presented in a separate box. This article explains the structure of those client cards.
1. Alias
You can adjust the initials of the client (3 characters) by clicking on the box in the upper left corner. In this case, the client’s intials are New.
2. Hyperlink
If you go to this link, you will be redirected to the client’s Visualize tab.
3. Added date
The added date is the date the client added you as a practitioner.
4. Response rate
The response rate of the client is the amount of questions answered relative to the amount of questions sent.
5. Context
The context the client is assigned to. You can adjust the context by clicking on ‘‘ and assigning the client to the right context.
It is possible that under Context you see external. If so, you can only view the data of the client and not send them interactions.
If this was not the intention, you have to check if your client/participant has added you the right way.
6. Visualize
Go to the Visualize tab of the client.
7. Create
Go to the Create tab of the client.
8. Settings
In these settings, you can change the context, enable the progress bar and enable default awards.
9. Archive
If you archive a client, the client can only be found under the Archived clients tab in the search bar of the Clients page.
The color of the client card
Cards can have three colors:
- Orange: this is a new participant or client. Once you go to the questionnaires (Edit) or visualize their answers, the participant is no longer new and changes color.
- Grey: The participant cannot be reached anymore. Probably the participant uninstalled the app. Another reason could be that the phone cannot receive notifications anymore. If a participant disables notifications on the phone, notifications will still be received by the participant, but not shown on the phone. In this case the card will not turn grey.
- Green: In all other cases, the card will be green. The most common color.
