Summary


Leave Types in Perenso should mirror the leave types offered in your business.
These leave types can be added in the Field Sales app Diary to make planning around leave easier for the user.


Steps

  1. Go to the Leave Types page by clicking Diary > Leave Types.

  2. To create a new Leave Type, click on the Create New Meeting Type button.
    This will load the Leave Type Details page where you can edit the details of the Meeting Type.

  3. Enter a name for the Leave Type in the Description field.



  4. If the Leave Type is active, make sure the This Leave Type is Active box is checked.

  5. Choose which users can see the Leave Type.

  6. Save Changes to save the Leave Type.

  7. You can click on an existing Leave Type in the Leave Types page to edit its details.