You can amend a client contract in CallConfirmLive! to ensure the contract start date matches the service start date, or switch a client to a different contract entirely. Follow the steps below for the action you need.
Match the contract start date
Client contracts always match the service start date. Follow these steps to update the contract start date on a client record.
Click the client record, then click the Misc. Details tab.
Update the date in the Service started on field, then click Save and close.
When prompted that the dates do not match, click Yes.
Switch a client contract
⚠️ Important: There cannot be a gap in the client's contract history and contracts cannot overlap. Make sure the effective date you select is correct before saving.
Follow these steps to switch a client to a different contract.
Click the client record, then click the three dots next to the current contract.
Select the new contract, then select the effective date.
Click Ok, then click Save and close.
📌 Note: The effective date determines when the new contract takes effect. Make sure this reflects the correct date of the change in the client's care arrangements.