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  5. Starting a Visit

Starting a Visit from the Clients Tab

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1. Go to the CLIENTS tab on the clients screen.

2. Tap a client from the list.

Starting a Visit - Scheduled - Selecting a Client

3. Tap Start Visit.

Starting a Schedule Visit

4. Select a Service.

5. Tap Continue.

Selecting a Service

6. Select a Location.

7. Tap Continue.

Selecting a Location

 

8. Tap YES to start the visit.

Confirmation to Start the Visit

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Articles in this section

  • Starting and Completing a Visit
  • Starting a Visit from the Clients Tab
  • Starting a Visit from the Search Client Tab (Known Client)
  • Starting a Visit from the Search Client tab (Unknown Client)
  • Starting a Scheduled Visit
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