HOW DO I CREATE A PROFILE FOR A CLIENT?
Creating a client's profile can happen from the CLIENTS list by clicking the (+) PLUS sign. You can also add a client while creating a voucher. Click on PICK A CLIENT and you will be redirected to select a client from your list. Then pick the (+) PLUS sign and add their details. If you include an email address for your client, the voucher will be emailed to them. After entering the NAME, ATTENTION, and ADDRESS, click the (→) FORWARD ARROW to enter RATES on the second page. You can enter any number of rates for a client. First, click the (✓) CHECK mark for rates, and then again on the bottom of the page to save the client's profile. The client will live in your CLIENTS list and will be there the next time you work for them!
HOW CAN I GET MY CLIENT'S INFO TO AUTO-FILL?
Once a client's details have been entered (including the rates!) and have been saved, that client will live in your CLIENTS list. When selected, all of their details will auto-fill into the voucher page.
HOW DO I CREATE A DAY RATE?
When creating a rate for a particular client, you can either select DAY as the time increment, or enter that rate manually on the voucher.
HOW DO I CREATE A HALF-HOUR RATE?
When creating a rate for a particular client, you can either select 1/2 HOUR as the time increment, or enter that rate manually on the voucher.