Navigate Client & Staff Schedules

Navigate Client or Staff Schedule

1. Select either Client or Staff from the sidebar menu on the Home tab.
   
    
2. Select the Client or Staff from the list in the center.
3. Click Selected Schedule in the top menu.
   
    
4. The Schedule will open to today's week.
   
   1. The Type of Schedule and Name will be on top (exp: "Staff Schedule - Therapist, Fake").
   2. Navigate with the Arrows at the beginning and end of the week to change weeks.
   3. Use the Mini-Calendar in the top right to navigate to another date.
   4. 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.

 

Related Articles:

• Add a Service (Green) Appointment
• Add or Edit/Remove Availabilities on the Schedule
• Calendar Print
• Generate Timesheets

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