Clients

Overview

The Clients page allows you to manage all your clients and their shifts in one place.

Key Features

• Client Directory: Complete listing of all your clients with key information
• Shift History: View past and upcoming shifts for specific clients

Common Tasks

Adding a New Client

1. Click the “Add a client” button at the top of the page
2. Enter the client’s name
3. Save to create the client profile

Managing Client Shifts

1. From a client’s profile, view all shifts associated with that client
2. Create new shifts specifically for this client
3. Review upcoming shifts and past shift history

Updating Client Information

1. Navigate to the client’s profile page
2. Update the client’s details as needed
3. Save changes to update the client record