Individual Client View

In the individual client view, you can: 

1. Manage client information 

2. Manage client dialogues 

3. View the client results 

1. Manage client information

Here you can:  

1. View the client’s name and email address. 

2. Change the client’s name and email address. Click on the green “Edit” button.  

3. Delete the client. Click on the “Delete” button.   

Attention: Deleting a client deletes all dialogues and results of the client permanently. It is not possible to restore this information after deletion.

 

2. Manage client dialogues

Here you can:

1. Create a new dialogue for your client. For details, see:
   “Creating Dialogues” .

2. View the client’s dialogues. Depending on the status of the dialogue, different actions are possible:

• Done: The client has completed the dialogue. 

• Not opened yet: A dialogue has been created for the client. An invitation to the dialogue may or may not have been sent to the client. In any case, the dialogue has not yet been opened and started by the client. The settings button  offers you access to the Dialogue Management page. Here you can either Remind Clients to Complete a Dialogue, or delete the dialogue. 

• Ongoing: The client has already started the dialogue, but it has not yet been completed. The settings button  offers you access to the Dialogue Management page. Here you can either Remind Clients to Complete a Dialogue, or delete the dialogue. 

3. View client results

If a client has completed at least one dialogue, you can 

1. View the results on the client dashboard. Click “View results” (1). 

2. Download the customer report. Click “Download client report” (2).