When clients log into their platform, they are greeted with their personalized Client Dashboard. This serves as the central hub for managing orders, schedules, team members, timesheets, invoices, and account settings.
Dashboard
The dashboard offers a comprehensive view of current and upcoming orders, making it easy for clients to stay on top of their engagements. The roster is readily accessible, and on the right side of the screen, clients have the option to approve timesheets and rate and review candidates who have recently completed shifts. Additionally, they can create Quick Orders using previously saved templates.
Schedules
If your platform utilizes the Schedules feature, clients will find the Schedules tab among the available options on the dashboard. This feature is vital for managing and tracking shifts. You can explore more about it by reviewing the related article.
Weekly Schedules
The Weekly Schedules tab is accessible from the dashboard, providing clients with a detailed overview of all candidate shift assignments. This includes the time slots for each shift, the job title or position being filled, and the date of every shift. Clients can also edit schedules/ shifts directly from this tab. For a more in-depth understanding of this feature, refer to the dedicated article on weekly schedules.
My Team (Preferred Workers)
The My Team tab allows clients to access their private team of preferred workers. This tab displays all candidates that have been previously added as preferred workers, along with their names, ratings, and the job types for which they are preferred. To learn more about adding candidates to a private team, please see the relevant article.
History (Past Orders)
The History tab enables clients to view all past orders, including detailed order information and the roster of candidates who filled the shifts. This feature is essential for maintaining an accurate record of previous engagements.
Timesheet Approval
The Timesheet Approval section allows clients to manage timesheets that require adjustment, revision, or approval. This ensures that all time entries are accurate and properly accounted for before payment is processed.
Invoices
From the Invoices tab, clients can update their payment method and review both outstanding and paid invoices. This feature offers transparency and control over financial transactions related to the services provided.
Delegate Account
The Delegate Account section provides clients with the ability to manage delegate users associated with their account. Here, clients can add new users, update existing user rights, and review all users who have access to the account.
Account Settings
Finally, the Account section allows clients to review and update their basic profile information, including email, password, and other contact details. Keeping this information up to date ensures smooth communication and access to the platform.
This overview highlights the key features and functionalities available to clients through the platform, empowering them to efficiently manage their orders, teams, and accounts.