Questions answered in this article:
How do I add multiple clients to a session?
Related articles:
1. Go to the Scheduler by selecting Scheduler under the My Office menu.
2. Click on the placeholder for the desired date and time on the Scheduler page. This action will open the event editor on the right side of the screen, allowing you to schedule the session.
3. Navigate to the Event Editor.
A. Select Client Events (Session, Video Session, Call, To-do, etc.) or Non Client Events (Personal, Team, To-do or Other) from the drop down menu.
Note: The Session event is selected by default. You can choose other events from the list.
B. Select a Service from the drop down menu.
4. Check the box beside Multi to enable the addition of multiple clients.
5. Scroll down to edit the other details of your session. Click the Check button at the top or the Next button below to save the event/session.
