Schedule a Visit

To schedule a visit:

  1. Navigate to the Create Schedule screen.

    Navigate to the Create Schedule screen.

  2. Enter the appropriate fields on the Select Client tab.

  3. Click Search.

  4. Select the client.

  5. Click Next.

    Enter the appropriate fields on the Select Client tab. Click Search. Select the client. Click Next.

  6. Enter the appropriate fields on the Select Employee tab.

  7. Click Search.

  8. Select the employee.

  9. Click Next.

    Enter the appropriate fields on the Select Employee tab. Click Search. Select the employee. Click Next.

  10. Select the appropriate fields on the Create Schedule tab.

  11. Click Finish.

    Select the appropriate fields on the Create Schedule tab. Click Finish.

  12. Click OK in the Save Confirmation pop-up window.

    Click OK in the Save Confirmation pop-up window.

  13. A notification of confirmation or error displays at the top of the screen.

    A notification of confirmation displays at the top of the screen.