Client's contracts allow you to control how a service will be charged. These contracts can be associated with both bookings and transactions. The options available are different to that of the carer contract option sets.

The contract system is split into Service Contract Types & Contract Assignments. Service Contract Types allow you define "master" options for each contract assignment. You may use Service Contract Types to categorise your services, for example you may have separate service contract types for private and social services contracts, as well as any other services you may offer.

A client can have multiple service contracts assigned, allowing you to choose charging settings when generating calls for clients. For example you may want to assign separate contracts for Personal Care & Live In Care, each with their own rates & settings.

There will always be a default contract, which will automatically selected when allocating a carer to a call via the roster.

Option sets are a new addition to service contract functionality, these were initially introduced to the carer contracts and have now been added to the clients. Their purpose is to allow you flexibility in scheduling rate increases or changes to options. For example, you may wish to increase a contract's hourly rate in the new financial year.

Not to be confused with Unsociable Hours, option sets allow you broader control over all of the options available in the contract. You may find that you don't have a use case for option sets.

By default, each contract is created with a single option set. The default option set will apply perpetually unless another one is created at a given date.

Option sets for Service Contract Types and Contract Assignments work slightly differently. The dates are not tied to each other and work independently of each other, meaning a contract assignment can have a different option set schedule than its type.

Options within a Contract Assignment option set work by either inheriting or overriding individual options from the Service Contract Type.

In the diagram below, we've given a example of how inherited & overridden options are combined with scheduled option sets in order to get the effective value for a given date. The example given shows a single option, but the same can be applied to any of the options available. We wouldn't expect anyone to need such a complex schedule!

Read here for more information about the client specific options.

You can define a base hourly rate, as well as rates for unsociable hours and non-pro-rata durations.

The rate options are the same for both client & carer contracts. You can read more about rates here.