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 signify any...
Thu, 4 Mar, 2021 at 7:15 PM
Creating a scheduled client event
Questions answered in this article: How to create a new client event? How can I add clients to the event? Can I add multiple clients to an event? Can e...
Mon, 15 Feb, 2021 at 3:40 PM
Setting up Direct or Indirect Client Events
Questions answered in this article: What is a direct session? What is an indirect session? View the instructional video(s) on this topic below: No...
Mon, 15 Feb, 2021 at 3:49 PM
Adding Multiple Clients to a Group Session
Questions answered in this article: How to add multiple clients in a group session? Related articles: Using the 3-Step Scheduler Creating a sche...
Thu, 4 Mar, 2021 at 2:48 PM
Share Homework to the Client Portal
Questions answered in this article: How can I share homework to a client portal? Can you share the homework box ahead of the session to send my client a ...
Thu, 4 Mar, 2021 at 2:43 PM
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 the inst...
Thu, 4 Mar, 2021 at 2:46 PM
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 event ...
Mon, 22 Feb, 2021 at 4:15 PM
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: U...
Thu, 11 Mar, 2021 at 8:10 PM
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 Creating a schedul...
Wed, 14 Apr, 2021 at 9:40 PM
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? ...
Fri, 16 Apr, 2021 at 8:50 PM