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Client Online Planner

There were 5 articles found in this category:

When my client logs in, why does it say, "Additional changes MUST be completed by phone"?
This happens when your client has been locked out from making changes to their online planner. Grant your client access and they will be able to make any necessary changes. For more information, see: Where do I set the number of lockout days for the client planner and How do I override a clie ...
Does Gigbuilder provide automatic receipts when a payment is made?
Gigbuilder does not provide automatic receipts when a payment is made at this time. You can however, create a custom receipt in documents which would allow clients to print them out from their online planner.
Why can't my clients make a payment amount higher than the deposit amount?
This is a common issue after a client has made the initial deposit payment. Open the event file. Click the "Edit" button. Click the "Details" tab. Locate the "Date Tracking" section. Enter / select a date in the "Deposit Paid" field. Click the "Save" or "Save & Close" button. Clients shou ...
How can I change the header / banner for the client online planner?
The header / banner area cannot be changed for the client's online planner. We hope to provide a future release of the client side that will allow for changes.
How do I make a survey show in a client's online planner?
Open a client folder. Click "Summary" tab. Locate "Event Status" section. Confirm "Booking Status" field reads "Completed". Click "Paperwork" tab. Locate "Satisfaction Survey" field. Confirm a survey has been selected. Web Tools > Configuration > Client Options - Locate "General Cli ...