Business Selection help

Help for Business Selection in Work Planner.

Articles

Business Limits and Locked Businesses

What locked businesses mean, how business limits are shown on the selection screen, and when Work Planner sends you to upgrade or add a bolt-on.

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Deleting a Business from Business Selection

How the delete business section works, who is allowed to use it, and why Work Planner asks you to type the business name first.

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Editing a Business from Business Selection

How the Edit Business popup works, what the name and colour fields do, and who can open the popup.

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Selecting One or More Businesses

How the business checkboxes work, what Continue saves, and why locked businesses cannot be added to the current session.

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Business Selection Screen

How the business selection screen is laid out, what each card does, and how Work Planner handles switching between businesses.

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