Adding a Client to an Existing Schedule

Adding a Client to an Existing Schedule

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.

Navigate to the Scheduling Overview screen.

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 check box if the client information does not auto populate and enter the appropriate information.

6.

Enter the rest of the schedule information as needed.

Click Save.