Congratulations on getting a corporate client! There are several considerations to make for effectively managing this.
For the sake of this guide, let's say you are providing care to "ACME Corp".
The first step you will want to take is adding the corporation as a client type. The way to do this is to click on any client, and click the icon next to the "Types" heading to edit it:
Click the "+" icon to add a new Type and enter the corporation name, then hit submit:
Going forward, any families from this corporation, we are going to check off this "ACME Corp" type for them, so we can customize their experience based on that:
There are 2 different ways to handle a corporation, you can either have one corporate client account for the entire corporation and enter family bookings into that as they are received, or each family of the corporation can create and have their own account.
To create an account for the corporation, click the add client button on your client table:
Fill in the form with the information of your primary contact:
Make sure to set their type:
You can also use the payment information link to store their corporate card on file if you have it:
And you can make bookings for this "client", adding details of the particular family in the notes:
If individual families will register for their own accounts, let's set up your client application form for this.
First step is to locate your client registration form, which you will find under the "Application & Profile Builder", locate your Client Application, it should have a "View Form" button:
Click the pencil icon to edit it:
We will click to "Add Field"
Call it "Corporation" and choose type "Radio":
In this rare case click "Yes" to dismiss the warning! (Generally we do not add fields directly to the application form, they should be added to a section):
We will add our corporation as an option (in the future as you get more corporate client they can be added here!) and please note the model field (in this example "selector11"), this will be important shortly:
Lastly, we are going to select the property "Is Hidden":
The reason for this is we don't want this question to actually appear on the application form, it will help us behind the scenes!
Go ahead and click Save. Nice work setting this up!
If you click to view your form, it shouldn't look any different:
Your application form URL should look something like this:
What we are going to do now is add a bit of special info to the URL, add a ?, then the model field from above (in our case selector11), then = then the name of the corporation, so like this:
Hit enter or return, and this is your magic URL:
You can give this special URL to the corporation, what this will do is it will automatically set that hidden field we created to "ACME Corp", so anyone who registers with this URL, we will know they are ACME Corp!
One last step, we'll want to go back and edit our form settings by clicking the gear icon:
Go to the Conditional Settings and we are going to add a Type Condition:
Choose your corporate type:
And we will set the condition if "Corporation" "is" "ACME Corp" and hit "Save"
What this will do is if anyone registers using the special magic link we made, their type will be automatically set to their corporation type that we created!
For reporting purposes, in the Shift Job Calendar you will be able to filter by the client type "ACME Corp" to see the bookings for that corporation in any given time period:
