Add a Staff Member to an Existing Schedule

In some situations, it may be necessary to switch staff members on a schedule.

To add a staff member to an existing schedule:

1. Go to Main Menu > Scheduling.

2. Choose the search filters matching the criteria to locate and open the schedule.

3. Locate the schedule in the results list.

   

4. Click Remove Staff Member.

   

5. Click Add New Staff Member on the Schedule Detail screen.

   

6. Use the filters to locate the staff member to be added.

   

7. Select the Override checkbox if the client information does not auto-populate and enter the appropriate information.

   

8. Enter the rest of the schedule information as needed.

9. Click Save.