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...
Wed, 14 Jul, 2021 at 5:37 PM
This article will provide users with a step-by-step guide to creating a scheduled client event Questions answered in this article: How to create a...
Fri, 28 Jul, 2023 at 9:26 AM
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
Want to know how to add multiple clients to a group session? Check out this helpful guide that will walk you step-by-step through the process. Questions...
Tue, 18 Jul, 2023 at 7:35 AM
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
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
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
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
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
Questions answered in this article: How do I view my Team members' calendar/schedule? What do the different options in the team calendar mean? ...
Thu, 3 Jun, 2021 at 8:21 PM