Client Information

Our system is designed for scheduling employees for shifts – it may not address the needs of setting up clients, unless they are fairly simple.  

Some users use Categories to designate which client a shift is related to. This allows you to run reports on client hours and shifts and to filter the schedule views to view only that Category or client.  Once your categories are added, you can set which shifts apply to that Client/Category.

Some users prefer to set up clients as Positions - which allows you to set each employee as to whether they can work that type of client's shift.

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