Add a Client to a Schedule

To add a client to a new schedule:

1. Go to Main Menu > Scheduling.

   

2. Click Add.

   

3. Click Add New Client on the Schedule Detail screen.

   

4. Use the filters to locate the client to be added.

   

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

   

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

7. Click Save.

   

Multiple clients can be added to a schedule if a staff member is performing multiple services simultaneously.

To add another client 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. Click Add New Client on the Schedule Detail screen.

   

4. Use the filters to locate the client to be added.

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

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

7. Click Save.