Add an authorization

Open the client's page → Authorizations tab → Add authorization.

• Service type comes from your Lead Entity's rulebook (food box, medically tailored meals, weekly meal plan, …). Picking one fills in the standard dollar amount — adjust if this authorization differs.
• Weekly amount. Every authorization is weekly: the amount renews each week (Sunday through Saturday) and unused weeks never roll over. One order per client per week, per plan.
• Dates. Orders can only be placed inside them.
• The client's CIN reference lives on their profile (entered once) — it flows into billing worksheets and audit bundles automatically.

A client may hold two active plans of different types at once (for example, meals plus cooking supplies) — each gets its own weekly amount and its own weekly order. Two active plans of the same type can't overlap.

Once saved, the client's page shows a live remaining this week bar, and every order screen enforces the rules in plain English.