Assigning Services to Clients

Double click with your left mouse button on the required service. If using the keyboard, highlight the service using the arrow keys and press Enter if using the keyboard. The Service Details window will be displayed.

Service - This will display the name of the selected service.

Client - This will display the name of the currently selected client.

Provided - Select from the Yes or No options whether you wish to provide this service for this client.

Provided from / to - You may enter dates for when you begin and finish providing the service.

Notes - This is a simple memo field. Enter any information regarding the client and/or service that you may find useful. The first line of these notes will display on the main Services page.

After you have completed the details on this window and clicked OK, you will see that the details are displayed on the Services page.