Assign staff to a client

How do I assign staff to a client?

Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago
assign staff

Here are the steps to assign a staff member to a specific client:

  1. Navigate to the Client page

  2. Go to dropdown on the right-hand-side

  3. Select Assign Staff

  4. Insert the staff you are assigning and click Save changes

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