Client Management
Internal guides on how to create, manage, and update client profiles, including setting access levels and editing client details.
Clients - Admin, Service, Delivery
- How to Inactivate/Terminate a Location
- Profiles Tab - Clients
- How to Add/Delete a Relationship Manager
- How to Move a Client/Location to Another Tree
- How to Search and Edit a Location's Profile
- How to Create New Locations
- How can I hide inactive client locations?
- How to change Clients Location Type and move Service Locations
- How do I edit a service/delivery location name?
- How do I set to release shifts to the state instead of across the nation for a client?
Professionals
Client Portal 2.0 Configurations/Set Up
- Client Portal 2.0
- How to access new online permissions for all clients
- How to Configure Client Dashboard Settings?
- How to set Bookings Calendar Categories Settings?
- Transition Guide to Client Portal 2.0
- How to set Timesheets Settings?
- How to Inactive/Terminate a Location
- How to Update the Servicing Office of a Location
- Can clients automatically see any shift changes in the Client Portal 2.0?
- Why can my client not see any qualifications when trying to book a shift in the client portal 2.0?
- Managing Client Visibility Settings in the Portal: A Guide for Professionals
- How to set Other Settings in Client Master?
- How to set Other settings?
- How to set Timesheets Settings in Client Master?
- How to set Shift Check-In/Check-Out Settings in Client Master?
- How to set Independent Preferences Settings?
- What are Staff Preferences in the Client Portal 2.0?
- How to set Shift Check-In/Check-Out Settings?
- How to set Bookings Settings in Client Master?
- How to set Client Level Settings?
- How to access Client Level Settings?
- How to access Global Master Level Settings (Client Portal 2.0)?
- How to set Bookings Settings?
- How to set Global Master Level Settings?
- How to set Client Permissions Settings?