Starting a Visit from the Search Client tab (Unknown Client)

Starting a Visit from the Search Client tab (Unknown Client)

Navigate to the SEARCH CLIENT tab and follow the instructions to start a visit.

1. Tap START UNKNOWN VISIT.

2. Complete the required fields.

Asterisks (*) indicate required fields.

3. Tap CONTINUE VISIT.

Tapping CONTINUE VISIT starts a standard visit with an unknown clients. Tap START GROUP VISIT to start a group visit with an unknown client or tap JOIN GROUP VISIT to add an unknown client to an existing group visit. There is a limit of one unknown client per group visit.

4. Select a service, if applicable.

5. Select a Location, if applicable.

Selecting a Location Instructions

6. Tap START VISIT.

7. Tap YES to start the visit.

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