How do I show the Client Contacts on the Booking Plan?
To show the Client Contacts on the Booking Plan, you can follow the steps below, or view the video below.
- Login to CentricFlow
- Browse to the Bookings Menu
- Select Booking Plan from the Menu
- When the Booking Plan loads, click the setup button, on the far right.
- When the Booking Plan Configuration window loads, tick the Show Client Contacts
- Click Save
- When the Booking Plan loads, it will show the Client Contact (Reporting to Contact)
Additional Support
For any additional support or queries, please raise a ticket with our Customer Success Team on support@centricflow.co.uk or using the help button on the CRM.