How to add new clients?
Now that you have set up the company profile and added staff members, it is time to add new clients.
In the main menu, hover over “Clients” and then click on “Add New”.
2. If you are on the clients’ page, you can create a new client by clicking on the “Create New Client” button in the upper right corner.
3. On the “Create New Client” page, the first step is to add “Client Details”. Fill in the client business name, phone number, address, city, postcode, and country, and then click on “Next”.
4. The next step is to add a business unit for the client by entering a business unit name, address, city, postcode, and country.
Please Note! You can add as many business units as you like at the same time by clicking on “Add Business Unit”.
When you are finished, click on “Next”.
5. The next step is to add the client's contact person by entering the contact name, contact email, and contact phone number.
You can choose whether this person will have access to the client portal. To give access, turn on “Access Client Portal”.
You can see the business units you added in the previous steps are available as checkboxes. To assign the person to a business unit, click on the checkbox. This will associate this person with the business unit selected.
Similar to the business units page, you can add as many contact persons as you like at the same time by clicking on “Add Contact Person”.
When you are done, click on “Next”.
6. In this step, you can review the information added. If everything looks good, click on “Finish” or else click on “Previous” to edit the information. Clicking on finish will take you to the client's list.
You have successfully added a new client. You should see the newly added client in the client list. To edit or delete client details, click on the “Actions” button dropdown and choose your desired action.
Good to know
What is a contact Person?
A contact is a person who will have some authority to receive Rota, Timesheet and access to the client portal. Portal access is subject to admin approval. Not all contact persons have client portal access.
Assigning a Business unit (or can be considered as a department or a site), means this Contact Person will be able to manage all shifts related to these business units.
What is a business unit or a site?
A business unit or a site is a location or a branch. A client company may have more than one working location. You can add multiple sites to each client.
The Site, also called Location or Business Unit, can have separate staff. There may be situations when an employee is required in different locations. An employee can work on multiple sites.
Time for some action
Now that you have set up a company profile, and added new staff members and clients, it is time to get down to some serious action.