How to Modify the Client Created Date
By default, a client's Created Date is set for when you added them to Senior Place; however, sometimes the day you add them to Senior Place isn't the actual day you took them on as a client.
Thankfully, it's easy to change the Created Date in Senior Place to represent the most accurate date for your purposes. All you need to do is follow these steps:
1) Navigate to the relevant Client
Find the client whose Created Date you want to edit, and navigate to their profile.
2) Click the Pencil Icon
By the Actions button is a Pencil icon ✏️ which allows you to edit this date.
3) Click the Calendar Icon and Choose a Date
By clicking the Calendar icon 🗓️, you can choose a new, more relevant date for your client.
4) Save your changes
Note: You can always click Revert to original value if you want to reset the date in the future.
After choosing a new date, make sure you click Save.
Have more questions? Feel free to reach out to us at support@seniorplace.io!