How to add rate card to a client

Overview

This guide will explain how to add individual rate cards to your clients within the SCOPE Better platform.

Prerequisites

1. You must have a SCOPE Better account.
2. You must have the correct user permissions.
3. You must have at least one client created.
4. You must have one rate card loaded.

Step-by-Step Instructions (Option 1)

Step 1- Go to 'Manage' tab and access the Clients page

1. Click on 'Manage'
2. Click on 'Clients'

Step 2- Select your chosen client

1. From the client page, select the dropdown under your chosen client

Step 3- Select your chosen rate card(s)

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

Step-by-Step Instructions (Option 2)

Step 1- Go to 'Manage' tab and access the Clients page

1. Click on 'Manage'
2. Click on 'Clients'

Step 2- Select your chosen client

1. Click into your select client card

Step 2 Select Rate Card from dropdown list

1. Choose the drop down arrow next to 'rate cards' and select the rate cards needed to be applied. You can select multiple rate cards.