Client Venues

Posted by & filed under Client Profile, Common Questions, Managing Your Clients.

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 »

Search staff

Posted by & filed under Common Questions, Hints & Tips, Managing Your Staff, Staff Profiles.

To access the search staff page select “Manage Staff” then “Search Staff”. The search staff page allows you to search for your staff based on a variety of criteria or you can hit the “Search Staff” button without entering any search criteria data and all your staff in the system will be displayed. The common search criteria you can search for staff by include: Read more »