ALLOCATIONS

How to Access Client Details Within Allocations

In order to look for the client details, we do have an option available on the allocations screen.

Step - 1: Click on Allocations Bubble

Step - 2: Select the shift for which you wanted to look for the client details

Step - 3: Click on the service location name right after the blue i icon column.

Step - 4: A new window will open with the name Client Contact that will show all the necessary details of the Client.