How do I set Time Tracker defaults?

Setting Time Tracker defaults is not required. However, having defaults in place may save you time. If you find that you are repeatedly typing in the same line item, meeting duration or hourly rate, you might find it helpful to establish default settings. 

Time Tracker defaults can be set up in two places:

• On the Contacts Main page -- Defaults used when importing a Time Tracker entry into an invoice (ideal for hourly client billing)
• On a Student's Profile -- Defaults used when creating Time Tracker entries on Student Profiles

How to set Time Tracker defaults for importing entries into an invoice

1. On the Contacts Main page, look for the "Reports" section in the left-hand column
2. Click on "Invoice Reports & Settings"
3. In the "Invoice Defaults & Contact Email Notification Settings" section at the top of the page, enter an hourly rate
4. Just below that, enter in an item label (e.g. Hourly, Student Meeting, etc.)
5. Click on the "Save All Settings" button at the bottom of the page

Time Tracker defaults for Teams

Time tracker entries imported to an invoice will use the Default Import Cost set by the user who logged the time tracker entry.

Example

3 consultants concurrently work with a student, each one logging a session on the time tracker:

David creates the invoice and imports all 3 logged hours listed above. The rates reflected on the invoice for each line item use the rate defined by the consultant who logged the hours. 

Total invoice amount: $375

Notes

• If a user has not set a Default Import Cost, line items will display a blank rate that will need to be defined on the invoice
• You can override the default settings and use your own Default Import Cost when importing time tracker hours by toggling the setting on the Invoice Reports and Settings page (shown in the screenshot below)
  
  

How to set Student Time Tracker defaults

1. Navigate to any student's profile page
2. Click "Edit Time Tracker" button in toolbar
3. Click "(Set time tracker defaults)" on top right
4. Enter in a default label (e.g. Student Meeting) and/or a specific time amount (e.g 30 minutes)
5. Click "Save Defaults" and "Done/Close"