Adding a Staff Member to an Existing Schedule
In some situations, it may be necessary to switch staff members on a schedule.
To add a staff member to an existing schedule:
| 1. | Navigate to the Scheduling Overview screen. |
Main Menu > Scheduling
| 2. | Choose the search filters matching the criteria for the schedule. |
| 3. | Locate the schedule in the results list. |
| 4. | Click Remove Staff Member. |
The staff member is removed.
| 5. | Click Add New Client on the Schedule Detail screen. |
| 6. | Use the filters to locate the client to be added. |
| 7. | Select the Override check box if the client information does not auto populate and enter the appropriate information. |
| 8. | Enter the rest of the schedule information as needed. |
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