This instruction guide will walk you through the basics of creating a job and the functions and features of the Job Card. Most of your requirements for managing jobs in the system are found on the one page we call the “Job Card”. Read more »
Control what venues your clients can see via their client portal. Navigate to the “Manage Clients” — “Search Clients”, find the client you would like to edit and view their profile. A new tab will exist called “Venues” where you will be able to checkbox select the venues you would like to include — exclude from view of the client. Read more »
To access the search clients page select “Manage Clients” then “Search Clients”. The search clients page allows you to search for your clients by the company name or you can hit the “Search clients” button without entering a company name and all your clients in the system will be displayed. Search results will display with 1 client per line.
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Adding new clients and importing a client list
You can create new clients by going to the ” Manage Clients” drop down menu and selecting “Add Client”. On the “Add Client page you will have the choice of adding one client at a time manually using the “Add Client Form” or importing multiple clients using the “Import Clients” module. Read more »