Rostering, visits & timesheets
Manage bookings, visits, staffing, and timesheets.
By Emma1 author6 articles
- Delete a timesheetIn this article, we explain how to delete a timesheet from a client and staff record.
- 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.
- 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.
- 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.
- 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.
- Allow timesheet verification permissionIn this article, we explain how to allow a user account to verify timesheets for invoicing and payroll.