Switching Services

Users can provide more than one service to a client without ending the current visit and starting a new one for each service, provided that functionality is enabled for the account. To switch services on an in-progress visit, follow the steps below.

1. Tap SWITCH SERVICE.

Switch Service Screen

2. Select a Service.

3. Tap CONTINUE.

Select a Service

4. Select a Location if prompted.

5. Tap CONTINUE.

Select a Service

6. Tap YES.

Start a Visit

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