You have the option to add Clients to your individual events. Clients are a way for you to organize who the event is being held for.

To create clients:

  1. Go to the Clients page under the System Inputs section of the sidebar menu
  2. Click the “+ New Client” button to create a client

(3) Enter Client Name and all additional details of the client in the Client Creator page

(4) Prefer or Restrict workers from this specific client

  • Preferred: List of workers that the employer prefers to work when this specific client is selected
  • Restricted: List of workers that the employer restricts from working when this specific client is selected
  • You also have the ability to not choose a preference (“No Preference”)

(5) Click the “Save” button to add this Client to your existing client list

(6) Click on the Client box to update a Client’s details

(7) Click the “Archive” button to archive the client from your list (cannot undo this action)

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