Your Clients
All things your clients will need to know and how to set up client profiles
Professional Portal
- Profiles - Professional Tab
- What is a Professional?
- How to create a Professional
- Professional types and Authorisation levels
- How to edit a Professional's profile
- How to email Existing Professionals their Logins
- How to remove a Professional from a location
- Professional/Client App
- Client Mobile App Guide
- How to download the Professional App for Apple Devices
- How to download the Professional App for Android Devices
- Professional Portal
- Professional Portal: Contact Details
- Professional Portal: Approve and Dispute Timesheets
- Professional Portal: Appraisals
- Professional Portal: Financial Overview
- Professional Portal: History
- Professional Portal: Approve Timesheets
- Professional Portal: Current Booking
- Professional Portal: New Booking
- Professional Portal: Request and Restrictions
- Professional Portal: Staff Authorization
Client Profile Management
- Client
- Profiles Tab - Clients
- How to Add/Delete a Relationship Manager
- How to Search and Edit a Location's Profile
- How to Move a Client/Location to Another Tree
- How to Access the Client Online Permissions
- Online Permission Overview
- How to Update the Servicing Office of a Location
- How to Inactivate/Terminate a Location
- How to Create New Locations
- How to Inactive/Terminate a Location