Adding a rate card to a client

When you have loaded your rate cards, you will need to apply these to your clients. 

Go to 'Manage'

Go to 'Clients'

(1) From the client page, select the dropdown arrow next 'Rate Cards (1)'

(2) Select the rate card or rate cards that need to be applied to this client by checking each check box required. 

OR

(1a) Click into each client card to view the full client information

(2a) Choose the drop down arrow next to 'Rate Cards (1)' and select the rate cards needed to be applied. You can select multiple rate cards.  

Any amends will automatically save your changes.