How to Create and Update Clients

Modified on Wed, 31 Jan at 10:44 AM

You can keep track of your clients in one place by visiting the clients page. You have the option to designate a client on each of your events, and you'll see how to do so here.

To Create Clients

Navigate to the Clients page under the System Inputs section of the sidebar menu
Select + New Client to create a client

Enter Client Name and all additional details for the client in the Client Creator page

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

If a worker isn't preferred or restricted, they will be defaulted to No Preference

Select Save to add this Client to your existing client list

Select the Client card to update a client’s details

Select Archive to archive the client from your list (you cannot undo this action)

Coordinators can input worker instructions that get displayed for all shifts for that client. The new input can be found on the Client Editor page.

Any client-specific instructions currently appear under "Special Instructions" in the worker app alongside the event instructions associated with that shift.

We’re always available to help! Please reach out to [email protected] with any questions.

How to Create and Update Clients

To Create Clients

Navigate to the Clients page under the System Inputs section of the sidebar menu