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Add rate cards

This guide explains how to add a new rate card in Consult.

Permissions required

Only users with the Manage rate cards permission as part of their role can access this feature.

If you can access Manage > Rate Cards in the top navigation, you already have the required permissions.

Adding a new rate card

  1. From the top navigation bar, go to Manage > Rate Cards.
    The view displays all existing rate cards.
  2. Click New Designation in the top-right corner of the page.
  3. Complete the form with the following information:
    1. Name: Enter the rate card's name.
    2. Description: Enter a brief description of the rate card.
    3. Hourly Rate: Enter the hourly rate for the currencies that have been set in the Admin Setting page.
    4. Offerings: Select an offering from the dropdown.
  4. Click Save to add the client.

You'll be redirected to the rate card's overview page, where you can manage and update the details if needed.