Editing a Schedule on the Client Profile

Using the right click, certain fields can be edited on a client’s profile. To edit a schedule:

Navigate to the Client Search screen.

Main Menu > Client

Locate and double click on the client using the search filters.

Click Schedules.

Use the filters and check boxes to select the starting and ending dates for the schedules to be viewed.

Click Refresh.

Right click on the schedule to be edited.

Click Edit.

Select the field to be changed.

Make the needed changes.

Click Save.

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