Team Birdie

Link a Client to a contract in a few simple steps

How to View & Add Client Funding

Add or update funding to new or existing visits

How to Add Funding Information to a Visit

Easily update the funding information on visits that have happened in the past

How to edit funding information for invoicing

Simone Steenhagen

Charlotte

Learn how to add & edit funding for your clients

Funding: Clients 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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