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How to edit the Effective Date of a Rate Table

If you ever need to update your Effective Dates within your Rate Tables to make sure that they are the most relevant and up to date Rate Table that is being used against your specified Clients and Member shifts alike, you will have to follow the below steps:

  1. Go to your Service Rates

  2. Select the Rate Table you would like to make changes too

  3. Select Edit Rate Table

  4. Update the Effective Date

  5. Select Update to save changes

  6. You will receive a pop up to let you know that it has been saved and updated successfully, you will just have to select OK

Once you have completed these steps then any Client that has this Rate Table attached, as well as any Members shift currently in the system within the date you change to will automatically update to the correct Rate Table.

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