Rate Group can be attached to the clients from 3 different screens:
While Generating the program/shift. Read more by clicking here
While editing the program/shift. Read more by clickin here
From Client Shift Breakdown page. Below article explains this. However, above video explains all 3 options.
Attach Rate in Program
To attach the rate in a program, begin creating a program as per usual. Enter all applicable shift details.
Once all necessary program details have been entered, navigate to the Select Clients + option.
This will open the dialogue box containing a list of all the clients. From here, select the client whom the service is to be provided for.
Navigate to the rates bar located next to the Split feature. In the bar will be a drop down menu containing a list of rates. Select the appropriate rate for the shift from the down menu.
Select the rate and click Done at the bottom right of the dialogue box to ensure that the rate is saved and applied to the shift.
One the rate has been applied, select Save to ensure that all changes and rates are applied to the shift. Once saved, you will be directed back to the shift list page. Here all shifts will be listed with their rates attached.
The rates will appear on the shift information page with the client's name highlighted green and the rate name and reference number attached.