How do I invite a client?

  1. Click on the ⚙️ at the top right.
  2. Scroll down until you see Order and click on Client.
  3. 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.

Still need help? Contact Us Contact Us