1. Access the Schedule Section Click on the Schedule option in the left pane to navigate to the schedule section. 2. Choose the View Type At the top of the Schedule page, you will see two icons next to the Filters button: List View Icon: D ...
1. Navigate to the Schedule Section Go to the Schedule section in the left panel. 2. Select the Appointment In the calendar, find the appointment you wish to view. Click on the appointment to open its details. 3. View Appointment ...
1. Navigate to the Schedule View Click on the Schedule tab located in the left pane to access the schedule view. 2. Open Add Appointment Modal Click on the Add button located at the top right corner of the schedule view. 3. Select Ev ...
To add multiple service appointments (a series of appointments) for a client, follow these steps: 1. Navigate to the Schedule Section Click on the Schedule option from the left-hand side menu. 2. Open the Add Appointment Modal Cl ...
1. Navigate to the Schedule In the left-hand navigation pane, click on Schedule. 2. Click on Add Appointment At the top right corner, click the Add button. 3. Select Event Type A modal will appear. Select Sta ...
1. Navigate to the Schedule In the left-hand navigation pane, click on Schedule. 2. Click on Add Appointment At the top right corner, click the Add button. 3. Select Event Type A modal will appear. Select Sta ...
1. Navigate to the Schedule Section Click on Schedule from the left-side navigation panel. 2. Open the 'Add Appointment' Modal Click on the Add Appointment button located in the top right corner of the schedule view. ...
1. Navigate to the Schedule Section Click on Schedule from the left-side navigation panel. 2. Open the 'Add Appointment' Modal Click on the Add Appointment button located in the top right corner of the schedule view. ...
1. Navigate to the Schedule Section Click on Schedule from the left-side navigation panel. 2. Download the CSV File Click the Download CSV button located at the top right of the screen. 3. Select Filters for the C ...
1. Navigate to the Schedule Section Click on Schedule from the left-side navigation panel. 2. Select the Appointment Identify the appointment you want to lock or unlock. 3. Lock the Appointment Click the green Unl ...
1. Navigate to the Schedule Section Click on Schedule from the left-side navigation panel. 2. Select Multiple Appointments You have several options to select appointments: Manually Select: Check the checkboxes to the left of each ...
1. Navigate to the Schedule Section Click on Schedule from the left-side navigation panel to view the list of appointments. 2. Click on the Recur Event Icon In the Actions column, locate the Recur button (circu ...
1. Navigate to the Schedule Section Click on "Schedule" from the left-side navigation panel to view the list of appointments. 2. Click on the Disconnect Icon In the Actions column, locate the Disconnect from Group button (Unlink icon) for t ...
1. Navigate to the Schedule Section Click on "Schedule" from the left-side navigation panel to view the list of appointments. 2. Select the Appointment Locate the staff appointment you wish to cancel from the list. 3. Open the Appointm ...
1. Navigate to the Schedule Section Click on "Schedule" from the left-side navigation panel to view the list of appointments. 2. Select the Appointment Find the staff appointment you want to complete. 3. Open the Appointment Details ...
1. Navigate to the Schedule Section Click on "Schedule" from the left-side navigation panel to view the list of appointments. 2. Select the Appointment Locate the service appointment you want to render from the list. 3. Open ...
1. Navigate to the Schedule Section Click on "Schedule" from the left-side navigation panel to view the list of appointments. 2. Select the Rendered Appointment Find the rendered appointment you want to un-render from the list. ...
1. Access the Appointment Navigate to the Schedule section on the left panel. Locate and click on the service appointment where you want to upload a signature.This will open the appointment details modal. 2. Open the Upload Signat ...
1. Access the Appointment Navigate to the Schedule section on the left panel. Locate the appointment you want to add a note to and click on it. 2. Switch to the Notes Tab After clicking the appointment, the appointment detail ...
1. Access the Appointment Navigate to the Schedule section on the left panel. Locate the appointment you want to edit the note for and click on it to open the details modal. 2. Switch to the Notes Tab In the appointment detai ...
1. Access the Appointment Navigate to the Schedule section on the left panel. Find the appointment for which you want to view notes and click on it to open the appointment details modal. 2. Switch to the Notes Tab In the appo ...
1. Access the Appointment Navigate to the Schedule section on the left panel. Find the appointment for which you want to view notes and click on it to open the appointment details modal. 2. Switch to the Files Tab In the appo ...
1. Access the Appointment Navigate to the Schedule section on the left panel. Click on the appointment you want to edit. 2. Switch to the Files Tab In the appointment details modal, go to the Files tab. 3. Clic ...
1. Navigate to Appointments Navigate to the Schedule section on the left panel. Click on the appointment you want to view. 2. Switch to the Files Tab In the appointment details modal, go to the Files tab. 3. Cl ...
1. Navigate to Appointments Navigate to the Schedule section on the left panel. Click on the appointment you want to download the file from. 2. Switch to the Files Tab In the appointment details modal, go to the Files&nb ...
1. Navigate to Appointments Navigate to the Schedule section on the left panel. Click on the appointment containing the file you want to delete. 2. Switch to the Files Tab In the appointment details modal, go to the File ...
Editing appointments such as Staff, Sick Time, Break, Paid Time Off (PTO), Unpaid Time Off (UTO), and Drive Time follows a similar process. These types of appointments have a straightforward editing process compared to S ...
Editing a Service Appointment involves updating client-specific and service-specific details, which is more complex than editing other types of appointments. Here is how to edit a Service Appointment: 1. Navigate to the Schedule Go to Schedule& ...
To edit a template or a series of appointments (such as Staff, Break, Sick Time, Paid Time Off, Unpaid Time Off, Drive Time) in the system, follow these steps: 1. Open the Edit Modal Navigate to the appointment you want ...
To edit a template (series) of Service Appointments, follow these steps: 1. Open the Edit Screen Navigate to the specific Service Appointment you want to edit. Click the Edit icon (pencil) next to the appointment to open the ...
1. Access the Appointment Navigate to the Schedule section on the left pane. Find and click on the appointment you want to view the history for. 2. Open the Appointment Details When you click on the appointment, its details modal will open. 3 ...