In order to make the best use of Time&Budget, we recommend individual consulting from one of our product specialists or attending one of our training courses.
In this video you will learn the basic configuration of the Daylite App Time&Budget.
To set up Time&Budget, follow these steps:
- Navigate to Daylite -> Settings -> Categories
- Create appointment categories for each task type
- Navigate to Plugins -> Time&Budget -> Settings
- Determine for your Daylite categories if and how they should be used for calculation purposes
- For the chargeable categories, enter the price that you charge per hour in the Charge/h column
- Enter the hourly cost of an employee under User & Team