uTRAC

How to add clients

Each of your company's clients can be given a contacts list. Client contacts can be used for providing staff with a manager on shifts.

How to create contacts for a selected client

Clients can be easily switched between active and inactive status, helping maintain an organized and up-to-date client list.

How to deactivate a client

Clients can be set with rules so only staff with defined labels can work certain tasks for that client.

How to create shift restrictions for clients

A client can be any person, organisation, or venue that you wish to schedule shifts for.

Managing Clients

Find answers and get help from Intercom Support and Community Experts

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