Scheduler

Using the 3-Step Scheduler
Questions answered in this article:  How to use the scheduler?  How many types of session events does it have?  Does the color in the scheduler sign...
Fri, 19 Jul, 2024 at 12:31 AM
Direct or Indirect Client Events/Sessions
Questions answered in this article:  What is a direct session/event ?  What is an indirect session/event?      View the instructional video(s)...
Fri, 19 Jul, 2024 at 12:41 AM
How to Add Multiple Clients to a Session/Event
Questions answered in this article: How do I add multiple clients to a session? Related articles: Using the 3-Step Scheduler Mark attendance...
Fri, 19 Jul, 2024 at 1:42 AM
Sharing an Assignment to the Client Portal
Questions answered in this article:  How can I share an Assignment to a client portal?  Can you share the Assignment box ahead of the session to send...
Wed, 8 May, 2024 at 5:28 AM
To save or sign notes - Scheduler
Questions answered in this article:  What is the difference between saving or signing a note?  Why would you choose to save vs. signing?    View ...
Thu, 2 May, 2024 at 6:26 AM
What is the purpose of planning mode?
Questions answered in this article:  What is planning mode?  How do I use the planning mode?  Related articles:  Creating a scheduled client ev...
Thu, 2 May, 2024 at 6:29 AM
Creating Non-billable session events - scheduler
Questions answered in this article:  What are non-billable session events?  How do I create a non-billable session event?    Related articles:  ...
Fri, 19 Jul, 2024 at 12:01 AM
Mark Attendance in the Scheduler (Direct Events)
Questions answered in this article:  How do I mark the attendance of a client?      Related articles:  Using the 3-Step Scheduler  Creatin...
Wed, 8 May, 2024 at 5:15 AM
Navigating the Team/Rooms Scheduler Tab
Questions answered in this article:  How do I view my Team members' calendar/schedule?   What do the different options in the team calendar mean?...
Tue, 14 May, 2024 at 1:55 AM
Marking Status in the Scheduler (Indirect Event)
Questions answered in this article:  How do I mark the status of an indirect event?  What are the different options in marking the status of an in...
Tue, 14 May, 2024 at 1:31 AM