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Adding a Client to a New Schedule

Adding a Client to a New Schedule

To add a client to a new schedule:

    2.
    1. Navigate to the Scheduling Overview screen (Main Menu > Scheduling).

    4.
    3. Click Add.

    6.
    5. Click Add New Client on the Schedule Detail screen.

    8.
    7. Use the filters to locate the client to be added.

    10.
    9. Select the Override checkbox if the client information does not auto populate and enter the appropriate information.

    12.
    11. Enter the rest of the schedule information as needed.

Click Save.

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