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...
Mon, 5 Aug, 2024 at 8:00 AM
Questions answered in this article: What is a direct session/event ? What is an indirect session/event? View the instructional video(s)...
Mon, 5 Aug, 2024 at 8:00 AM
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
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...
Mon, 5 Aug, 2024 at 8:11 AM
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
Questions answered in this article: What is planning mode? How do I use the planning mode? Related articles: Setting up Direct or Indirec...
Mon, 5 Aug, 2024 at 8:13 AM
Questions answered in this article: What are non-billable session events? How do I create a non-billable session event? Related articles: ...
Mon, 5 Aug, 2024 at 8:15 AM
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
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
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