Creating A New Pool
The Pool/Consortia Management feature is only included in the Established and Enterprise level accounts or as an add-on for the Starter and Growing accounts. This option is not available for the Lite accounts. *Once you have started creating a pool ...
Can I Delete a Pool?
No, once a pool has been created you are not able to delete it. However you can Archive the pool with the following steps: First select “Pools” then “View Pools” from the drop-down menu at the top of your screen. Now select “View” beside the pool you ...
Adding A New Year To Your Pool
**Please be advised that any changes made to the current year pool that were done between the new pool and Dec 31st will not be reflected in the new year pool. Step 1: Click the “Pool” drop-down menu at the top of your screen and select the “View ...
How to Replace a Random Pool Donor
**Once you replace a donor, you are not able to put the previous name back. First, select “Pools” from the menu at the top of your screen, then view pools from the drop-down menu. Now select “View” beside the pool you want to change the donor of the ...
How to Add an Employee to a Pool
The following are steps on adding a current employee to the pool once the employer has already been added to the pool. Step 1: Click “Client” and “View Clients” from the drop down menu at the top of your screen. Step 2: Click “View” beside the ...