You can add a site for your new client right when when you're adding them into the client database on the Clients page, but you can also always add more sites for them later.
To do this:
1. Go to 'Sites' in your toolbar and click on 'Add Site' in the upper right corner. This will take you to the page where you can fill in details about the new site.
2. Choose a client from the ones you have already inserted into the system. Start typing in the name of the company in the 'Client' slot and it should automatically offer you the option of the company you are searching for.
3. After you have chosen a client from the database, fill in the site name, address, city and country for the site. Click 'Save and next'.
4. If you wish, you can add a shift or a shift pattern for this site as your next step. To do this, you need to fill in all the necessary information about the shift including the general description, positions needed, hours, days and dates. You can also search your staff to fill these positions. After filling everything in, click 'Save and next'. If you choose to not create a shift for this site right now, click on 'Skip for later'.
Regardless of whether you chose to add a shift for the site or not, you have now have successfully created a new site for your client and it should show up in your Sites list.
Now that you know how to add sites, you can move on to the next article.
Back to Sites menu