Skip to main content
Swap Contracts in Bulk
Dec Norton avatar
Written by Dec Norton
Updated over a year ago

If a carer or client changes their contract, you can now switch these contracts in bulk for both schedule entries and existing bookings.

To do this, go to either a carer's contracts page or a client's service contracts page and add the new contract.

Screenshot_2020-06-26_at_11.09.27.png

Click on the three, vertical dots on the on the right hand side and select "Swap to this contract"

Screenshot_2020-06-26_at_11.23.46.png

On the following page, you will be see this screen:

Screenshot_2020-06-26_at_11.10.06.png

Here, we can choose the date that the contract will switch over from - this can be backdated if necessary. We can also choose the date that it is swapped over until, if it is only temporary.

You need to choose the Service contract you want to swap from and the contract that you want to swap to.

Beneath it will bring up any existing bookings and schedule entries affected, this will now allow you to choose which bookings/schedule entries you want to switch over by using the tick box on the left hand side. By default, it will select all.

⚠️ If you select an end date, you will be unable to swap schedule entries.

When you are ready, click "Swap" at the bottom right and the contracts will swap over.

Video

Did this answer your question?