Client pages and signed agreements

Step by step

1. Open Clients. Each row shows the contact, CQC and terms, bookings and status.
2. Click Approve on a new client. Nothing is sent to them.
3. Click a client to open their page, with their details and bookings.
4. Under Signed agreements, each version shows when and who signed, and whether it's in force, out of date or replaced. Click Open PDF to see it.

Related topics

• A new booking: checks, CQC and the agreement
• Rates, pay and profit