Can I transfer Clients between Professionals? [FAQs]

Yes you can! But there are implications depending on the scenario as detailed below.

Transfer clients between Professionals (Users) of the Same Business

To transfer Clients or Households within your business requires a Practice/Business Manager user of your site to request a transfer and provide the email (user ID) of the new Professional that will be managing that client.

To raise a request please submit a new ticket to our customer support team.

Transfer clients between Businesses

If your client is currently in Lumiant as a client of another business but wishes for you to take over the relationship you can transfer their Best Life Plan to your Business.

To do so:

1. Your Practice/Business Manager user of your site to raise a support request to transfer
   • Provide Client Name
   • Client User ID (email)
   • Professional User's Name (the new relationship owner)
   • Professional User ID (email)
2. For security purposes our Customer Support team will them email the Client to confirm (an provide email notice to the Professional User currently attached to them.
3. After 5 business days, if the client does not confirm the transfer your request will be cancelled and it will not be transferred. If your client provides confirmation, then the Customer Support team will proceed with transfer.