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Client Portal 2.0

Client Portal 2.0

Released in January 2024, the Client Portal 2.0 is available for any Entire OnHire customers on version 9.4 or above.

Client Portal 2.0

Client Portal 2.0

Transition Guide to Client Portal 2.0

Setting Global Master Level Preferences

How to set Global Master Level Settings?

How to access Global Master Level Settings (Client Portal 2.0)?

How to set Bookings Settings?

How to set Client Permissions Settings?

How to set Shift Check-In/Check-Out Settings?

How to set Timesheets Settings?

How to set Other settings?

How to Configure Client Dashboard Settings?

How to set Bookings Calendar Categories Settings?

How to set Notifications Settings?

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How to set Client Level Settings?

How to set Client Level Settings?

How to access Client Level Settings?

How to set Independent Preferences Settings?

How to set Bookings Settings in Client Master?

How to set Shift Check-In/Check-Out Settings in Client Master?

How to set Timesheets Settings in Client Master?

How to set Other Settings in Client Master?

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Bookings in the Client Portal 2.0

What are Bookings in the Client Portal 2.0?

What are the highlighting features of the Bookings?

How to View Booking Details?

How to Export Booking Details?

How to Add New Bookings?

How to Edit Booking?

What are the Checks in the Bookings?

How to set Booking Filters?

What are various Shift Status and their Actions Buttons?

What are the Bookings in Mobile View?

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Staff Preferences in the Client Portal 2.0

What are Staff Preferences in the Client Portal 2.0?

What are the Highlighting Features of the Staff Preferences?

How to Add New Request(s)?

How to Edit Single/Multiple Requests?

How to Cancel Single/Multiple Requests?

How to set Screen Filter in the Staff Preferences?

What are the Staff Preferences in Mobile View?

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Financial Reporting in the Client Portal 2.0

What is Financial Reporting in the Client Portal 2.0?