The client profile has the following fields.
Client Details: Enter client’s details
App Access: Create a log in for the client and press ‘Invite’ to email their details
Address: Office address
Billing Address: Enter address is different to office
Account Details: The contact for anything accounts related
Primary Booking: The contact who manages booking
Online Booking: Tick box on/off to allow client to make their own booking
Email Templates: Edit clients own email template based of PM template
Invite Contracts: Invite client to sign a contract
Crew Groups: If need assign crew
Business Association: If needed assign the client to business/es
Additional Information: Please go to setting to edit see guide 4.7.7
Clients Discounts: Please see guide 6.5
Client Venues: Venues for the clients
Press ‘Save Details’ at the bottom of the page.
9.2.1 ABN Check
ABN can be set to be a mandatory or optional field in the Client Profile. Please email firstname.lastname@example.org. Once activated, the Check ABN button will be activated and can be used to check the ABN details of a company. Enter the ABN on the provided field and click ABN Check. If the ABN is invalid, a warning message will appear.
The name of the company will appear. You can select Accept or Cancel