Employees Assign Qualifications to Clients

If a client requires that the staff that works with him or her have specific qualifications, the client manager assigns them to the client here. The auto-scheduler makes sure that any staff that works with the client has those qualifications.

Complete the following steps to assign qualifications to a client:

1. Select Clients from the menu and then enter the name of the client you want to update in the Search box.

   

2. Select the card of the client you want to assign qualifications to.

   

3. The client's card opens. Select the Add icon on the Qualifications card.

   

4. The Qualifications window opens. Select the qualification you want to assign to the client and then click the Save button.

   

5. Select the Minus sign next to a qualification to remove it from the client.

   

6. A confirmation message appears. Select Yes to remove the qualification.