In Hi Rasmus, it's easy tell which users and clients are linked to Aloha and even easier to link them!
ℹ️ In order for appointments to show up in Hi Rasmus from AlohaABA, the user and client on the appointments must be connected to their corresponding AlohaABA profile.
Confirming Clients are Linked to Aloha
1. Select the [Clients] page from the left hand navigation menu.
2. Select the "gear" icon from the top right of the Clients list. This will allow you to add more columns of information to the Clients overview list.
3. Scroll down the list of table columns to the [AlohaABA linked client] section and select [AlohaABA connection].
4. Select [Submit]
5. Clients that are linked to AlohaABA will be listed as [Connected] in the AlohaABA connection column
💡 PRO TIP: Select the bookmark to save this view of the Clients list!
Confirming Users are Linked to Aloha
1. Select [Settings] >> [Organization] >> [Users] from the left hand navigation menu.
2. Select the "gear" icon from the top right of the Users list. This will allow you to add more columns of information to the Users overview list.
3. Scroll down the list of table columns to the [AlohaABA linked client] section and select [AlohaABA connection].
4. Select [Submit]
5. Users that are linked to AlohaABA will be listed as [Connected] in the AlohaABA connection column.
⚠️ If a client or user is NOT connected to AlohaABA select their name and click [Link to ALOHABA Client].
For a full step by step guide on linking Clients and Users to Aloha CLICK HERE