Editing a Contact on a Staff Member’s Profile

While visits can be edited to reflect changes such as reschedules, staff member issues or billing complications, occasionally it is necessary to cancel a visit entirely.

To cancel a visit:

1. Navigate to the Staff Search screen. Main Menu > Staff. 2. Locate and double click on the staff member using the search filters.
3. Click Contacts.
4. Double click on the contact to be edited. 5. Use the fields to edit the contact information. 6. Click Save.

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