1. If a Small Client, add a change form and change client
status to ‘Offboarding’ following the steps required.
2. If they have visits, check for any visits
scheduled after the agreed end date for services.
3. Email diners and cancel visits, ensuring this
does not impact the diner’s status.
4. Update the VS so it is clear when last visits
are taking place and remove the client line from any tabs after end date e.g.
if last visits in Nov, remove from Dec tab onwards.
5. On morning after end date for services, if they
have a survey, add a maintenance page stating this is now closed.
6. On morning after end date for services, if they
have a reviews, turn off the import in Hive> Clients> ReviewTrackers and
email ReviewTrackers to ask them to remove the account.
7. 1 month after end date for services, retire the
client on Hive. This will retire all users, branches and questionnaires.