Every client must have a Service Contract Type assigned to them before they can be listed as active in your CareLineLive environment.
Before assigning a contract to a client, make sure you've read What are contracts.
To assign a contract for a client:
To add a contract for a client, go to Contracts in their record.
In Service Contracts, click the + icon.
Select the Contract Type and add a name for it.
Enter a date for the contract to start, or choose it from the calendar.
You can add a finish date for the contract. For more information, see How to add a finish date to a client contract to make them inactive.




