A client profile has the following fields.

Client Details: Enter client’s details

App Access: Create a login for the client and press ‘Invite’ to email their details

Address: Office address

Billing Address: Enter address if different to office address

Account Details: The contact for anything accounts-related

Primary Booking: The contact who manages booking

Online Booking: Tick box on/off to allow client to make their own booking

Email Templates: Edit clients own email template based of CrewCard template

Invite Contracts: Invite client to sign a contract

Crew Groups: If need to assign crew

Business Association: If need to assign the client to business/es

Additional Information:  Please go to settings to edit, see guide 4.7.7

Clients Discounts: Please see guide 6.5

Client Venues: Venues for the clients

Press ‘Save Details’ at the bottom of the page.

9.2.1 ABN Check

ABN can be set to be a mandatory or optional field in the client profile. Please email support@personnelmanager.com.au. Once activated, the check ABN button will be activated and can be used to check the ABN details of a company. Enter the ABN on the provided field and click ABN Check. If the ABN is invalid, a warning message will appear.

The name of the company will appear. You can select accept or cancel

9.2.2 App Update

If the client’s login details have been changed or the client is unable to log into the app, the details will need to be updated. On the client profile overview, press update app, and this will refresh their login details.