Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Issue
When adding the Create Client process step to an automation process, the drawer displays the error:
"The Create Client step is unavailable due to your practice settings or FYI plan."
Cause
Your current Practice Settings don't meet the requirements to use the Create Client process step. This step is only available when one of the following conditions applies:
- FYI is selected as the Practice Management source (Elite plan only).
- FYI as Primary (Pro plan with the FYI as Primary beta enabled, or Elite plan with Xero Practice Manager as the Practice Management source).
Solution
Consider enabling FYI as Primary or selecting a new practice management source, depending on your plan. Review the following articles and consider your practice requirements before enabling one of these options.
If you don't want to change your practice configuration, create clients in your integrated practice management software instead and sync them to FYI.