NOTE: Cross-Office Appointments can currently only be created from a Client's Schedule.

  1. Select a Client in an Office. 
  2. Open their selected Schedule.
  3. Create a new Service Appointment at the desired date and time.
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  4. Navigate to the Service Action tab and Add a service.
  5. Once a service is added, go down to Provider Selection and choose the alternate office and appropriate staff member. You will see a message appear noting it is now a cross-office appointment.
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  6. Click OK.
  7. Save and Close on the Schedule window to commit your changes.

The Staff and Clients associated with the service appointment should now see it on their schedules.