Management App

Our Management App allows all Staff Portal Users to log in and complete the below actions

Please download it from here

Therefore it appears as a new client for you to update further

Select Client Location
1. You are able to search for a specific client or scroll through
Click Edit
Update Feilds as required and click save

It would update all of this information as required - How to search and edit a Locations profile

Select Client Location
1. You are able to search for a specific client or scroll through
Select Notes

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Select which note you would like to update. You have the following areas to update
Type in notes and Save - Please note this will be time stamped
When saved you will receive this

Within the portal these notes are in separate sections - please see below where they appear

Client Contact - Entry - Important Member - Parking
Description and Capacity
Relationships and Objectives - Marketing - Visit Notes - Communication
- Access through here -

Press to Check-in
Now click Meeting Icon
Now fill in all Mandatory Details

Example field in
Click the Calendar Icon to Add an Appointment which will update to your personal calendar if permissions approved
Click Save
Check out when the Meeting is completed

All of this information flows into the Contact Log

Regarding the Masters that can be updated so you can tailor your options are linked below

Contact Desgination	Main Master - Designations
Contact Method	Main Master - Reasons
Contact Reason	This needs to be requested from Support to update
Meeting Outcome	Main Master - Contact Outcome
Task Performed	Main Master - Contact Task

You are able to upload timesheets on behalf of members via the app which will update the finance applications

You can upload single or multiple timesheets at a time

Select Timesheet and this will open to “Single” option
Complete Date Member Name and then Upload Photo - You do not have to upload a docket number as this is automatically updated when saved
Click the Arrow - This will update and tell you it has been successful with a docket number

Select Timesheet and this will open to a single option - Please change to Multiple
Complete the Member Name and then the outstanding timesheets will load
Select the Dockets you would like to upload and click done - Confirm Yes