Getting Started
Key information to support your new users
Settings
Your guide to setting up your key data
Create an Event Type for service usersAdding an event type for service users
Configure holiday schemeslocating holiday schemes
Create a service type and associate with a visit typeIn this article, we explain how to create a service type, associate this with a visit type and add it to a rate sheet.
Pay rate sheetsAdding/configure pay rate sheets
Create and allocate an invoice rate sheetCreate an invoice rate sheet and allocate
Add, edit or delete public holiday datesCreate or edit bank holiday dates
Create a travel rate sheetAdding or creating a travel rate sheet
Create a travel rate sheetAdd a travel rate sheet
Create, Remove and Change cancellation typesCreating, removing and changing cancellation types