Lumary Integration: Set Up
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      Hi Rasmus | Lumary Integration: Linking an existing Hi Rasmus Client to their Lumary Profile

      This article reviews how to link an existing client in Hi Rasmus to their profile in Lumary. Clients must be connected to their Lumary profile in order for their appointments to show up in Hi Rasmus.

      NOTE: The Lumary integration must be set up in order to link Hi Rasmus Clients to their Lumary profile 

      Linking Existing Hi Rasmus Clients to their Profile in Lumary 

      1. In Lumary, make sure the Client Status is set to [Current]

      2. Select [Clients] from the navigation menu (only Managers and Supervisors have this option - Supervisors will only see clients in their Business unit or who they are assigned to)

      3. Add the [Lumary Connection] column to the Client list to view if a client is connected to their Lumary profile. Select the gear icon in the top right corner of the list and select [Lumary Connection]

      4. Click the name of the Client you wish to connect to Lumary.

      5. Select [Link to Lumary Client]

      6. Select the client from the list of existing Lumary profiles 

      7. Click [Save]