If you are a WBC or a SBDC reporting to the SBA, accurately reporting your client’s 641 information during training is essential.

With the new training intake forms, you can now effortlessly collect client information when they register for a training session.

This feature introduces a new training menu under your client list, allowing advisors to easily identify clients who have registered only for training services.

If any existing counseling clients also register using the training intake form, they will remain in the client list they currently are. This ensures that counseling clients and training-only clients are not mixed up in your client list.

Whether a training or counseling client submits a training intake form, a ‘Training’ tag will automatically be associated with their profile.

And if a training-only client registers for counseling, they will automatically be transferred from the training menu, to the pre-client tab so an advisor can contact them about their counseling request. 

We hope this update helps business advisors collect all necessary information for training clients and properly identify them on their client list.