Scheduling a Visit

1. Navigate to the Create Schedule screen.

2. Enter the appropriate fields on the Select Client tab.

3. Click Search.

4. Select the client.

5. Click Next.

6. Enter the appropriate fields on the Select Employee tab.

7. Click Search.

8. Select the employee.

9. Click Next.

10. Select the appropriate fields on the Create Schedule tab.

11. Click Finish.

12. Click OK.