Set Employee Profile to Inactive

Another step you will need to take during offboarding is setting the Employee Profile to inactive. 

This allows billing and sessions to be completed, but doesn't allow scheduling to make any more appointments.  

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Set to Inactive 

1. Navigate to the Employee Module in left side menu.
2. Search for the Employee you are offboarding.
3. Navigate to the name of the Employee and click.
4. Navigate to the Scheduling tab.
5. Toggle on "Inactive". 
   
    
6. Click Save.

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