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How to Use Client Proposed

Client Proposed is used when the client has offered a shift to a member and is awaiting their response.

Select a shift with the status shown below; otherwise, you will encounter the following error.

Alert Message – Client Proposed

To mark a shift as Client Proposed:

  • Select a shift with status Member Broadcast, Member Assigned, etc.
  • Go to status drop-down and select Client Proposed.
  • Click Update Status.

Select Shift – Status – Client Proposed – Update

  • Select a Professional Name from the drop-down.
  • Click Yes.

Confirm - Yes

  • The shift status will now change to Client Proposed.
  • Now apply the Client Proposed column filter (kendo filter) on the Shift Status field and scroll to the right.

Shift Status Filter – Client Proposed

  • Click on the Watch type button/Shift Log.
  • The shift log will reflect this update.

Shift Log – Client Proposed

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