Client Management›How to set 2 week authorizations

How to set 2 week authorizations

To set two week authorizations for your client follow these steps:

  • Click on "clients"

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  • Search for you client by first or last name
  • Click "Search"

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  • Click your clients name

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  • Click the "Authorize Units" tab

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You first need to add the clients full authorization (ex: 4/4/19 - 4/4/20).

  • Click "add new"

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  • Enter the full authorization information.
  • Click "Save"

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  • Next to the authorization already in for this client click "Copy"

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  • You can now change the dates to what they need to be
  • set "Repeat every" to "2 weeks"

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  • Click "Save"

Authorizations will be created in 2 week increments until the end date you entered

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