Client Setup Defaults for New Orders

At the bottom of this window, you can choose defaults for new orders. You will need to complete the General Setup tab before setting these defaults.

Default Location: select an existing location for all new orders. Some clients choose “Client Residence” as the default so that a location will automatically populate in new orders.

Default Event Type: select an Event Type for all new orders. Some clients choose a default so that the event type will automatically populate in new orders.

Default Event Status: select an Event Status for all new orders. Some clients choose “Pending” as the default so that there will be no errors when saving new orders.

Make sure you click [Apply Change] when you are finished making your selections.