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Those with the Agency Manager user role or above can enable this at the organization level. The feature needs to be enabled at both the organization and user level.

Organization Settings

  • Click on the orange edit icon beside the organization under Administration>Organizations
  • Click on the Profile Tab
  • Click on Intake Organization Profile
  • Click on Edit Organization on the right
  • You should see a checkbox under the calendar called "Anonymous Clients Permitted"
  • Check off that option and save your changes

User Settings

To enable this at the user level:

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Enabling at the Organization Level

  • Go to Administration > Organizations.
  • Select the "edit" icon beside the agency's name.
  • Go to the Intake Settings page
  • Set Anonymous Clients to "On"
  • Save your changes

Enabling at the User Level

  • Go to Administration > Users.
  • Select the "edit" icon beside the user's name.
  • Click on "Intake Specific"
  • Check off "Intake Anonymous"
  • Save your changes