Navigate Client or Staff Schedule
- Select either Client or Staff from the sidebar menu on the Home tab.
- Select the Client or Staff from the list in the center.
- Click Selected Schedule in the top menu.
- The Schedule will open to today's week.
- The Type of Schedule and Name will be on top (exp: "Staff Schedule - Therapist, Fake").
- Navigate with the Arrows at the beginning and end of the week to change weeks.
- Use the Mini-Calendar in the top right to navigate to another date.
- Click the Legend in the top-right of the Top Menu to understand the different appointment colors.
In the Mini-Calendar you can highlight many days to view at the same time, such as 3 days or 2 weeks, etc.
The days with Appointments scheduled will be Bold on the Mini-Calendar.
Today's Date on the Mini-Calendar will have a Red outline around it.
- Add a Service (Green) Appointment
- Add or Edit/Remove Availabilities on the Schedule
- Calendar Print
- Generate Timesheets