Assign a Consultant to each Consulting Service

This section describes how to assign a consultant to the session / service.

Steps to assign a Consultant

1. Soon after we create Service Tasks, the system automatically takes to the Service Task page.

2. If not, click on Menu -> Sales -> Service Tasks, and select the particular Service Task.

3. In Services section, click on Edit icon below Status

4. Edit Service page is open, assign consultant here,

   • Service Date - Enter the date on which the consulting session / service will be delivered to the customer.

   • Start Time - Enter the start time of the session / service.

   • End Time - Enter the end time of the session / service.

   • Assignee - Select the Consultant who is to be assigned for the session / service.

   • Total Amount to Pay - Enter the total amount that will be paid to the Consultant for their session / service.

   • Apply TDS - Select this, if TDS should be applied.

   • With GST - Select this, if GST is also applied.

5. Click on Update button.

Mark As Delivered

1. When the session / service is delivered, click on Mark As Delivered button for the corresponding session/service.