I would like to enable my employees to create new clients in our system. Currently, when creating appointments, they are required to select an existing client. However, there are cases where appointments are made on-site or over the phone, and new clients need to be added. As an administrator, I have the ability to create new clients, but for various reasons, I cannot grant my employees admin access.
Unfortunately, there is no such option at the moment. This feature will be implemented in one of the future updates, but there is no ETA at the moment.
Please let me know if you have any other questions.
Hello,
I would like to enable my employees to create new clients in our system. Currently, when creating appointments, they are required to select an existing client. However, there are cases where appointments are made on-site or over the phone, and new clients need to be added. As an administrator, I have the ability to create new clients, but for various reasons, I cannot grant my employees admin access.
Thank you.
Hello Ricardo,
Thank you for reaching out to us.
Unfortunately, there is no such option at the moment. This feature will be implemented in one of the future updates, but there is no ETA at the moment.
Please let me know if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
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