Articles on: Companies, Locations, Contacts

Companies & Contacts Overview

Companies are a centralized location to keep track of all of the Companies you work with. Each company can have multiple locations as well as contacts associated with it. Companies and Locations are a critical piece of the StaffUp platform since they serve as the foundation for everything you do within scheduling. If you setup your locations correctly from the beginning, you'll be able to leverage an incredible amount of automation as you work from day to day.



Adding & Editing Companies & Locations
Adding & Editing Contacts
Setting up Position Defaults
Inviting Contacts to the Client Portal
Notes & Note Types

Overview Video of Companies & Contacts

Updated on: 07/10/2024

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