11 Creating RepresentativesEnglishالعربيةfrançaisTagalogहिन्दी

Creating a Representative

Can you create a new Rep'?

All reps need to be firstly set up as anEmployee with all relevant information. This will copy over when a new Rep is created.

• In theMain Menu select Employee and then select the New Rep button.
• At the top of the page under Representative you will find a Drop Down Menu click on this to see all Employees.
• Select the Employee you need to change to a New Rep. This will transfer all relevant details from the Employee Card
  
• When you select the Employee you should make sure that all of the Address Info details are correct.
• The Rate Info tab enables a Rate to be applied to a New Rep. This will enable a charge to be added to an Appointment should the need arise.
• All Appointments that have been created for a Rep will be displayed in the History Tab.
• Once the Rep has been created and all is correct, click the Save Button to save all details.