Client/Client Group
Guides relating to Client/Client Group.
By Emma1 author31 articles
Create, update or end a client orderIn this article, we explain how to create a new client order, replace the order linked to an existing requirement and safely end an order without affecting live roster activity.
Run a custom report or exportIn this article, we explain how to run a custom report or export.
Edit workplan for ACP integrationIn this article, we explain how to edit workplans using Bulk Update and through requirements for Access Care Planning integration.
Create a credit noteIn this article, we explain how to create and print a credit note, as well as how to re-invoice after creating a credit note.
Mandatory features preventing bookingIn this article, we explain why mandatory features may prevent you from booking a staff member for a client, how to check the mandatory features required and add missing ones…
Client missing from CM2000In this article, we explain why a client may be missing from CM2000 and how to fix each cause.
Create a service planIn this article, we explain what a service plan is and how to access, create, update, delete, and duplicate one.
Create a saved searchIn this article, we explain how to create a saved search for clients, staff and customers.
Manual or extra travel expensesIn this article, we explain how manual travel expenses interact with the Travel module and when they might be overwritten.
Update client order charge rate sheetIn this article, we explain how to change the charge sheet on a client order.
Run a client visit sheet reportIn this article, we explain how to generate a client visit sheet report.
Make changes to an existing service planIn this article, we explain how to plan services correctly and understand when changes affect the live roster versus the service plan.
Value differences between reportsIn this article, we explain why financial figures differ between the MMR report, the Bookings by Bookings report, and invoicing or payroll reports.
Invoice generation typeIn this article, we explain how to change invoice generation from real or actual times, and whether they're generated individually or grouped.
New address for client or staff recordIn this article, we explain how to update or add an address to a client or staff record.
Generate a general exportIn this article, we explain how to create an export with client or staff name, address, phone numbers, email and payroll number details.
Client order blocked by product issueIn this article, we explain how to resolve errors that prevent you from ending a client order.
Manage barred staff for a clientIn this article, we explain how to prevent staff being booked to a client.
Edit or delete a client requirementIn this article, we explain how to edit or delete a requirement on a client roster.
Delete a timesheetIn this article, we explain how to delete a timesheet from a client and staff record.
Create a client timesheetIn this article, we explain how to create a one‑off timesheet for a client, including a client‑only timesheet with no staff member.
Create a client group event requirementIn this article, we explain how to create an event requirement for a client group and set up staff, times, and attendees correctly
Book preferred staff on a service planIn this article, we explain how to assign preferred staff to a service plan, apply the plan to the roster, and review booking results.
Unable to see clientsIn this article, we explain how to check the client’s area and make sure a user has access to the right areas.
Check timesheet historyIn this article, we explain how to check the history of timesheets for a given week and how to view the history of an individual timesheet.
Remove sentinel monitoringIn this article, we explain how to remove sentinel monitoring from a client record and outline the additional steps required for CM2000 customers.
Use a saved search on the Daily screenIn this article, we explain how to run a saved search on the Daily screen and what’s required for it to display results.
Allow timesheet verification permissionIn this article, we explain how to allow a user account to verify timesheets for invoicing and payroll.
Wrong visit showing on customer rotaIn this article, we explain why a visit for the wrong customer may appear on a customer rota and how to fix it.
Create a client contactIn this article, we explain how to create a client contact, including adding a different location where care is provided.
Unable to add client to client groupIn this article, we explain why you may be unable to add a client to a client group and how to resolve it.