User is the Client

<< Click to Display Table of Contents >>

Navigation:  Tips and Strategies >

User is the Client

User is the person making the booking and the client is who the booking is for.   Often these can be the same person, but ResSched sees them as different entities.  If all or most of your users are also clients, turn on Users Are Also Clients in Organization Settings.  A separate client record will be created whenever a new user is added to ResSched.   If only a few users are also clients, you can choose to make the user also a client when you create a new user record.   In either case, you can limit the user to just themselves as client.

 

 Changing or deleting a user name will not affect the client record.