Admin Guide

Resetting a client intake attempts

Giving a client fresh re-do passes.

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When to reset the intake

When a client needs to fill in the whole intake again from scratch, an admin can reset it. This is useful when a client has used up their re-do passes, or their answers need a clean start.

How to reset

Open the client in the Client Details section and scroll to the "Testing tools" block in their details. Press "Full intake reset" to clear the intake so the client can complete it again from the beginning. The same block also offers "Reset draft" and "Reset payment" for resetting just the saved draft or the payment state.

Quick Edits, which change a single field at a time, never consume a pass and do not need a reset.

These tools change the client account state, so use them deliberately.

What would you like to do next?

Create your account, browse quick answers, or send us a request.