Following is a couple of video tutorials designed to help you with the Client setup.



The Express Setup is the quickest way to add a new client:




The Add New Client page gives you some additional setup options:




Use Levels and Groups for dynamic reporting and data collection:




Use the Location Importer to add many locations, levels, and managers at once:




Add locations individually once the project has started, or to make changes:



Next, you might want to check out a few video tutorials on manager management!