How to Access Client Details Within Allocations

In order to look for the client details, we do have an option available on the allocations screen.

Below are the steps as follows.

Step - 1 Click on Allocations Bubble

Step - 2 Select the shift for which you wanted to look for the client details

Step - 3 Click on the service location name right after the blue i icon column.

Step - 4 A new window will open with the name Client Contact that will show all the necessary details of the Client.