Client service at the reception
This enables you to record all the important services and enquiries done/offered at the front office can be i.e. stamping, this can be done by either the receptionist, secretaries.
To add new client service at the reception
Steps:
- Go to "Client Management" module and click on the “New Client Service” button at the top left of the page
- Upon clicking a new client service form will pop out
- Fill in the required details in the provided field, client name, contacts, quick description of the service offered, amount paid, mode of payment and the person handling
- Click on the “Submit” button to save once done
To view a list of client services offered at the reception
Steps:
- Go to client management module
- Click on the “Client Service At Reception” link to open
- Scroll down to view all the clients services done at the reception