Clients
Everything related to clients, client setup, & client details.
Adding a ClientNeed to add a new client into Traffio? This guide will show you how
Create a ProjectHow to create a Project.
Client ContactsHow to create client contacts and setting them for projects or certain bookings
Adding Client DocumentsThis article goes over how to add documents to clients
Client ConversationsThis article explains how to utilise client conversations.
Setting Client Meal Allowance RulesHow to set client meal allowance rules
Sending Job Dockets and Booking Links to Client ContactsHow to set up your job dockets and booking details to be sent to the site contact
Setting Credit Block on ClientThis article will show how to set a credit block for a client
Merge Clients ProfilesHow to merge client profiles together if multiples are accidentally created
Create a Parent OrganisationLink all your subsidiary clients to their holding company