- Entire OnHire Knowledge Base
- Your Clients
- Client Profile Management
Profiles Tab - Clients
This is where you are able to search for a Clients - this does the same function as clicking on the “Quick Links” - “Clients”
Once either of these are selected it takes you here where you are able to search for Clients in the system and be taken to their details to update
Add New Client
This is where you are able to add whole new clients/trees - For more information on this process please follow
Client Marketing
Client Marketing is where you create notes regarding your clients - once select you are led to this page.
You then need to search for a client to update their marketing notes
As you can see here I have selected my Service Location and Updated my notes for Relationships and Objectives
Other marketing notes included
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Relationships and Objectives
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Marketing Notes
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Visits Notes
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Communication Notes
Please note you are able to update via the Management App -
This is just a storage of information and this does not flow through in any other sections except here
Client Compliances
This takes you to our Client Compliance Feature and for more information please go to Client Compliance