Simple appointment and task management! Forums Discussion I’m a new SchedulePark administrator. Where do I begin?

This topic contains 0 replies, has 1 voice, and was last updated by admin admin 9 years, 9 months ago.

Viewing 1 post (of 1 total)
  • Author
  • #195

    Welcome to SchedulePark!

    One of the first things you’re going to want to do as a new administrator of SchedulePark is a little housekeeping. You see, before you can add appointments and tasks, you’re going to need to have some clients, staff members and projects!

    All of these tools can be found under the “manage” tab on the menu bar.

    To enter clients, go to manage > clients.

    On this page, to add a new client, click the “Enter new client” button.

    You will see this popup!

    Add client

    You can enter all of the client information!
    You can also enter what type of billing you wish to do for this client. (If you have entered rate tables, you can select one here.)
    Does this client have an outstanding balance? Enter it on this page and it will show up on this client’s first invoice!

    When you’re done, click save!

Viewing 1 post (of 1 total)

You must be logged in to reply to this topic.