Traffio

Need to add a new client into Traffio? This guide will show you how

Adding a client

This article goes how to Create a Project.

This article goes over creating Client contacts and setting them for Projects or certain Bookings.

This article goes over how to add Documents to Clients

This article explains how to utilise client conversations.

This article will go through how to set Client Meal Allowance Rules.

This article goes over how to set up that your Job dockets and booking details are sent to the site contact.

This article will show how to set a Credit Block for a Client

This article goes over how to merge client profiles together if multiples of one client have been accidentally created.

Everything to do with clients, client set up and client details. 

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