As an admin you see every case and contact in the organization, and you can assign counselors.
See all cases and contacts
Click Cases or Contacts in the sidebar. Where counselors see only their own, you see all of them. On Contacts, use the filter buttons (All, Clients, Advocates, Emergency, Other, No cases) to narrow the list.
Add a contact or start a case
Adding a contact and starting a case work the same for you as for a counselor. See Contacts and cases for the steps.
Assign a counselor to a client
Click Admin in the sidebar.
In the All clients card, find the client and assign or change their counselor. You can reassign anytime.
A case begins when a counselor is assigned. A free consultation is not a case, and can be booked against a contact with no case.
Focus categories
Cases are tagged with a focus (anxiety, depression, marriage, conflict, grief, and so on). This is an organization list you can extend.