How do I invite a client?
- Click on the ⚙️ at the top right.
- Scroll down until you see Order and click on Client.
- Then click on the green button + Add client, fill in the form and press Add.
Fields in the form:
- Supplier Name: Your company name.
- Company Name: The client's company name.
- Send invitation to: Email address where the invitation should be sent.
- Order Form: List of forms the client is allowed to use.
- Fields from shifts: Here you choose which customer or task should be scheduled when the orderer makes an order.