How to Edit a Rate Set

Rate sets allow you to define hourly billing rates for your staff members. Editing a rate set is useful when you need to add new staff members, update rates, or remove existing staff from a rate set. Follow these steps to update a rate set in Liradocs.

Step 1: Navigate to Rate Sets

1. Go to Settings in Liradocs.

2. From the settings menu, select Rate Sets.

Step 2: Open the Rate Set

1. From the list of rate sets, find the one you want to edit.

2. Click on the rate set to open its details.

Step 3: Add a Staff Member

1. To add a new staff member, select the member from the dropdown list.

2. Enter the hourly rate for that staff member.

3. Click Add Rate.

The staff member will now be added to the rate set. You can repeat this process to add rates for multiple staff members.

Step 4: Remove a Staff Member (Optional)

1. To remove a staff member from the rate set, click the Delete option next to their name.

Step 5: Save Changes

1. After making all the required updates, click Save Changes.

2. Your rate set has now been successfully updated in Liradocs.

This ensures that your firm’s billing rates remain accurate and up to date for all staff members.