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:

Navigate to the Scheduling Overview screen.

Main Menu > Scheduling

Choose the search filters matching the criteria for the schedule.

Locate the schedule in the results list.

Click Remove Staff Member.

The staff member is removed.

Click Add New Client on the Schedule Detail screen.

Use the filters to locate the client to be added.

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

Enter the rest of the schedule information as needed.

Click Save.

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