Create and Manage Client Allocations

Client Allocation is a tool to assign clients to a team member for a selected date. Allocations can be managed by any role and from either the Web or Mobile applications. 

Client Allocation

Users can allocate clients to team members from Client Allocation

Allocation allows for:

• Documentation of clients to be seen by team members
• Display of allocated clients in the Network tab of the mobile app

View Client Allocations

• The Client Allocation page allows the user to
  1. Create an allocation
  2. Sort allocations by ascending and descending dates
  3. Select date range to view allocations
  4. View allocation date
  5. Edit and duplicate allocations

Add Client Allocation

• Click the Add Client Allocation button
• The Add Client Allocation page opens

• Select Allocation date range
  1. To include weekends in a date range, click the Include weekends checkbox at the top right of the page; otherwise, weekends will be omitted
  2. An allocation will be created for each day of the range on the Client Allocation page   
  3. Allocations cannot be deleted once created
• Assign clients to each team member by clicking the drop-down arrow on the right side of the Assign Clients field; list of the team’s clients is displayed

• Allocate clients to team member by clicking the checkbox next to the client’s name
  1. Remove a client by clicking to uncheck the checkbox
  2. A client can be allocated to multiple team members
  3. Clients who are not assigned to ANY team member will appear in red highlight

• When finished, click the Add Client Allocation button at the bottom of the page
  1. An allocation can be saved without all team members having allocated clients
  2. To quickly remove a client, click on the red X next to the client’s name

• Newly created client allocation appears on the Client Allocation page
  1. Each day is listed separately
  2. Checkbox Include weekends was not checked so weekends are omitted

Edit Client Allocation

The purpose of editing a client allocation is

• Remove client(s) from a team member who was unable to see the client(s) on an allocated date
• Allocate client(s) to another team member(s)

To edit a client allocation

• Click the Edit icon at the far right of the date to be edited, e.g., 4/07/2023
• When done editing, click Edit Client Allocation at the bottom of the page

Duplicate Client Allocation

The purpose of duplicating an allocation is to quickly replicate an allocation for any date range

To duplicate a client allocation

• Click Duplicate at the far right of the date to be duplicated
• Replace the date range with desired date range
• Click Add Client Allocation at the bottom of the page

• Newly duplicated client allocation appears on the Client Allocation page

Click here to watch a video tutorial.