It can be tedious to transfer clients to a new site, especially when there's a large volume of clients. To facilitate this process, you can use the option of transferring all clients from one site to another.

📝 Check out more about how to create sites

💡 Client transfers like this are permanent and will remove clients from the previous site and assign them to the new site. If there are 10 clients in Site-A and 5 clients in Site-B, after transferring from Site-A to Site-B, there will be 0 clients at Site-A and Site-B will have 15. There is no way to undo this or change the site of only the 10 clients that were moved.
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1. Navigate to Dashboard > Setup > Settings and choose Sites under Administration
​2. Click on the site whose clients you wish to transfer. In this example, we want to move the clients from Main Site to the Geelong Clinic - so we click on Main Site and in the resulting Site Actions pop-up, click on Transfer Clients.

3. Choose which site to transfer to and then click Transfer

See similar articles regarding your account setup:

📝CRN Number

📝Add a contact to a client file

📝Updating a client's case status

📝Close a client file