Service Plans

The Client service plan is a template to store the on-going needs of the client and any agreed fixed cost. You can also allocate ‘Preferred’ staff members to the requirement. If the preferred staff member meets all the booking criteria on the working roster, they will also be allocated there too.   Select Client. Select your Client by clicking the name of the Client. Select the Roster Tab. Select Service Plan to configure a new Service Plan. New Service Plan To enter

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