Supplier: Invite and manage clients
What is a client
A clientis a company that can directly order services in Timezynk. They may have a free
client-account option, or they may have their own subscription for scheduling. They manage their own
users and which ones can place orders by adjusting users’ personal settings.
Invite a client
- Click the ⚙️ icon in the upper-right corner.
- Scroll down until you see the heading Add-ons and click Clients there.
- Then click the green button + Add client.
Edit a client
- Click the ⚙️ icon in the upper-right corner.
- Scroll down until you see the heading Add-ons and click Clients there.
- Find the row with the client’s details and click the pencil icon.
Archive a client
- Click the ⚙️ icon in the upper-right corner.
- Scroll down until you see the heading Add-ons and click Clients there.
- Find the row with the client’s details and click the Archive button.
Restore a client
- Click the ⚙️ icon in the upper-right corner.
- Scroll down until you see the heading Add-ons and click Clients there.
- Click the Show archived button.
- Find the row with the client’s details and click the Restore button.
Fields for Clients
List of clients who have already been sent an invitation to this form, along with a button to
invite a new one. In connection with this, you fill in details about the client and the supplier.
• Supplier name
The name shown to the client when they look at their list of suppliers.
• Client name
The internal name the supplier uses for the client.
• Client form
List of forms the client can use.
• Send invitation to
Email address to which the invitation should be sent. Note that the client must accept the invitation and link it to their Timezynk account, or create an account. They can then start placing orders.
• Fields from pass
Directly related to the Fields from shift setting earlier, where you could choose “pre-filled from client”. This is where you make that selection. For example, which customer that client is for in your scheduling.