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Banning an Employee from a Specific Client

This feature allows you to restrict an employee from being scheduled with a particular client, while still permitting them to work with other clients.

To initiate a ban:

  1. Navigate to the Employee tab.

  2. Locate and open the profile of the employee you wish to restrict.

  3. Select the Banned tab, then click Add.

From the dropdown menu, select the client from whom the employee should be banned. In the Notes section, provide a clear and detailed explanation for the restriction. Once completed, click Add.

The client will then appear in the list below, along with the provided explanation.

Note: A ban can be removed at any time by clicking the red trash can icon in the Action column.

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