> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Offboarding a client

> How to close agreements and offboard a client from Visualcare when they no longer need services

When a client stops receiving services, you offboard them by closing their agreements in Visualcare. This prevents further rostering against those agreements and keeps your active client list clean.

## Closing an agreement

<Steps>
  <Step title="Open the agreement">
    Go to **Clients** → **Agreements** and open the agreement you want to close.
  </Step>

  <Step title="Set the end date">
    Enter the **End Date** for the agreement. This is the last date services are being provided under this agreement.
  </Step>

  <Step title="Mark as closed">
    Tick the **Is Closed** checkbox and click **Save**.
  </Step>
</Steps>

This prevents anyone from rostering shifts against the agreement after the end date.

<Note>If you're unable to update the end date, a roster item linked to the agreement is likely blocking the change. The earliest shift sits beyond the end date you're trying to set. Transfer or delete the blocking roster item first, then set the end date.</Note>

## Transferring roster items to a new agreement

If a client is moving to a new agreement rather than leaving entirely, transfer their future shifts before closing the old agreement.

<Steps>
  <Step title="Create the new agreement">
    Set up the new agreement for the client. If the services are the same, use the **Clone** function on the existing agreement to copy all service codes across.
  </Step>

  <Step title="Open the transfer tool">
    On the agreement page, click **Transfer**.
  </Step>

  <Step title="Configure the transfer">
    Select a **from date** for the transfer. In the left drop-down, choose the old agreement (the one being closed). In the right drop-down, choose the new agreement.

    Visualcare attempts to automatically match service codes between the two agreements. Any codes that don't match need to be selected manually.
  </Step>

  <Step title="Apply the transfer">
    Once all service codes are matched, click **Apply**. This moves all upcoming shifts from the old agreement to the new one.
  </Step>

  <Step title="Close the old agreement">
    Set the **End Date**, tick **Is Closed**, and click **Save** on the old agreement.
  </Step>
</Steps>

## Cloning an agreement

To create a new agreement based on an existing one:

1. Open the current agreement
2. Click **Clone**
3. In the pop-up window, click **Clone** again

This creates a new agreement with all the same service codes. Use this when a client receives a new funding plan with the same services.

<Tip>Complete all outstanding timesheets and exports for the closing agreement before you close it. Once closed, you can still view the agreement data but it's easier to process everything while the agreement is active.</Tip>

## Running into issues?

See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Creating a client profile" icon="user-plus" href="/client-management/creating-a-client-profile">
    Set up a new client profile in Visualcare
  </Card>

  <Card title="Offboarding (Support at Home)" icon="user-minus" href="/client-management/offboarding-sah">
    SAH-specific offboarding steps
  </Card>

  <Card title="Care plans and service agreements" icon="file-contract" href="/client-management/care-plans-and-service-agreements">
    Create and manage client service agreements
  </Card>
</CardGroup>