Contents

Prerequisites

Booking a Client into a Contract Class

How to Book a Client From Another Contract Class

 

Prerequisites

A knowledge of Contracts and How to Manage Contract Classes is required.  For more information please see the below topics.

Managing Custom Contracts

Managing Contract Classes

 

Booking a Client into a Contract Class

The below details how to add a client that has not already been added to any Contract Classes previously.

  1. Double click on the Contract Class you wish to add to the Client to.

  1. Search for the Client's name >> Click OK

  1. Click Add Client

  1. Under Contract >> Select an existing Contract that the Client has had created for them.  For more information please see Managing Custom Contracts for more information on how to add a client to a Contract.
  2. Under Charge Type select the relevant Contract Charge to be applied.
  3. Under Budget select the relevant Contract Charge Budget that is applicable.  Note: If a Budget is mandatory for the Contract Charge selected, you must select a Budget before being able to save the Class booking.  If there is no budget for this Charge Item, simply leave blank.
  4. Under Qty select the Quantity if relevant.
  5. Click Save or Save (Don't Close) if you wish to add another client.

  1. The Contract Class will now show the updated number of Clients booked into the Contract Class.

 

How to Book Clients from Other Contract Classes

  1. Select the Contract Class you wish to book a Client(s) into by double clicking on the Class

  2. Click on Add from Another Class

  1. A new Appointment Diary window will open.  Navigate to the Contract Class you wish to add from by using the Calendar  Widget on the left of the Diary Window  >> Click that Contract Class >> Click Save  Note: It must be a Contract Class, you cannot add clients from Standard Weekly Class.

  1. The bookings of that Contract Class will now be added.

 

  1. You can choose to remove Clients by clicking the to the right of their booking entry, or edit the relevant Contract details.

  2. Click Save.

Note: You are unable to right click on a Contract Class and use the Add or Remove a Client From a Weekly Class Schedule function, due to the more complicated nature of Contracts and Budgets.  You need to Add or Remove clients from each Contract Class as shown above.