1) Overview
2) Add Clients
3) Update client details
4) Deactivate a client
🔍 RELATED ARTICLES
Custom Entities | Use Clients In The Roster
1) Overview
The client functionality provides the ability to link a user that has a rostered shift; against a client that the business charges.
This allows users to roster to a client's requirements; including building templates that meet recurring client needs (e.g. client requires ‘service X’ for 2 hours every Monday).
There is an export code for cost centre reporting; so you can see the cost of wages for a client. This assists in the process of building a profit and loss statement to compare costs of wages against billable amount for a client (currently there is no export for number of hours to assist in the billing process).
2) Add Clients
- Click Organisation.
- Click Clients.
- Click Add Client (plus sign icon).
- Populate the client's name and click Add.
3) Update client details
Follow the first two steps as described above then:
- Select the client (click the client's name).
- On the sidebar, click the area that needs to be updated (e.g., personal details, services that apply to this client).
- Click edit on the row that needs to be changed.
- Once the field has been updated click save.
4) Deactivate Clients
Follow the first two steps as described in section 2, then:
- Click deactivate.
- Click Deactivate to confirm the action.
- Once the action has been executed, the system displays a confirmation message.