Video Tutorial: Adding a Home to a Customer
Watch this step-by-step walkthrough of how to add a home location to a customer in RotaPad.Video Duration: ~3 minutesThis tutorial covers:
- Navigating to the customer profile
- Clicking “Add Home”
- Filling in home details (name, address)
- Saving the home location
- Verifying the home was created
Quick Steps Reference
After watching the video, use these steps as a quick reference:1. Navigate to Customer
Go to Customers → Select the customer2. Add Home
Click Add Home button3. Fill Details
- Home Name (e.g., “Sunset Care Home”)
- Address Line 1
- City, Postcode, Country
4. Save
Click Save to create the homeWhat’s Next?
Assign Staff
Add staff to work at this home
Create Timesheet
Start tracking hours
Need Help?
Can I add multiple homes to one customer?
Can I add multiple homes to one customer?
Yes! A single customer can have multiple home locations. For example, a care agency might have several residential facilities.
What if I make a mistake?
What if I make a mistake?
You can edit the home details anytime by clicking on the home from the customer’s profile page.
Can I delete a home?
Can I delete a home?
You can deactivate a home, which removes it from future selections while preserving historical data.
Related Tutorials
Add Customer
Create customer profile
Create Timesheet
Track staff hours
Generate Invoice
Bill for services