Community User

How do I add client rates?

0

15 March 2022

1. Click on 'ADMIN' from the account dropdown

2. Navigate to 'Client Rates' tab

3. Click the '+' icon to add and fill in new client rate modal (d)

4. Select client, currency, relationships (where applicable)

5. Enter discount for client, fee for relationships

Add client rates.png

Video of steps: