Version X - Your Clients Instructions
Access client-facing instructions and training resources designed to help your clients navigate and utilise the Entire OnHire Professional/Client Portal.
Client Portal 2.0 Instructions for User
- Client Portal 2.0
- What are the highlighting features of the Bookings?
- Transition Guide to Client Portal 2.0
- How to Edit Booking?
- How to Add New Bookings?
- How to set Notifications Settings?
- What are the Bookings in Mobile View?
- What are various Shift Status and their Actions Buttons?
- How to set Booking Filters?
- How to set Screen Filter in the Staff Preferences?
- How to Cancel Single/Multiple Requests?
- What are the Staff Preferences in Mobile View?
- How to login to the Client Portal 2.0?
- How to Edit Single/Multiple Requests?
- What are the Checks in the Bookings?
- How to Export Booking Details?
- Professional Portal: Approve and Dispute Timesheets
- What is Financial Reporting in the Client Portal 2.0?
- How to Add New Request(s)?
- How to View Booking Details?
- What are Bookings in the Client Portal 2.0?
- What are the Highlighting Features of the Staff Preferences?
Client Portal 2.0 Configurations/Set Up
- How to set Other settings?
- How to set Other Settings in Client Master?
- How to set Timesheets Settings in Client Master?
- How to set Shift Check-In/Check-Out Settings in Client Master?
- How to set Independent Preferences Settings?
- What are Staff Preferences in the Client Portal 2.0?
- How to set Shift Check-In/Check-Out Settings?
- How to set Bookings Settings in Client Master?
- How to set Client Level Settings?
- How to access Client Level Settings?
- How to access Global Master Level Settings (Client Portal 2.0)?
- How to set Bookings Settings?
- How to set Global Master Level Settings?
- How to set Client Permissions Settings?
Client/Professional Portal 1.0
- Professional Portal: Current Booking
- Professional Portal: Staff Authorization
- Client Mobile App Guide
- How to download the Professional App for Apple Devices
- Professional Portal: Appraisals
- Professional Portal: Financial Overview
- Professional Portal: History
- Professional Portal: Request and Restrictions
- Professional Portal: New Booking
- Professional Portal: Approve Timesheets
- Professional Portal
- Professional Portal: Contact Details
- How to download the Professional App for Android Devices