FAQ and Quick Tips

How to create non billable sessions for internal training purpose
Here's a VIDEO that may help you - How to create non billable sessions for internal training purpose or you can also use the ...
Mon, Jul 19, 2021 at 10:53 AM
How to create or add a client
Here's a VIDEO that may help you - Creating non-billable appointments for a clien 
Tue, Jan 11, 2022 at 8:45 AM
How to create or add an Employee
Here's a VIDEO that may help you - How to create an Employee or you can also use the following instructions to solve the issue.
Thu, Jul 22, 2021 at 7:33 AM
How to delete incorrect pay periods
Here's a VIDEO that may help you - How to delete incorrect pay periods
Thu, Jul 14, 2022 at 2:31 PM
How to delete multiple appointments in one go
Here's a VIDEO that may help you - How to delete multiple appointments in one go
Fri, Aug 6, 2021 at 3:42 PM
How to disable all system rules for appointment creation
Here's a VIDEO that may help you- How to disable all system rules for appointment creation or you can also use the following instructions to solve the i...
Thu, Jun 10, 2021 at 11:25 AM
How to edit Miles in the timesheet
Here's a VIDEO that may help you - How to edit Miles in the timesheet
Wed, Feb 2, 2022 at 7:27 AM
How to edit miles on mobile App
Here's a VIDEO that may help you - How to edit miles on mobile App
Wed, Feb 2, 2022 at 10:37 AM
How to edit the end date for client treatment team
Here's a VIDEO that may help you - How to edit the provider end date in the client treatment team?  
Thu, Sep 9, 2021 at 1:54 PM
How to Enable 5 Minute Appointment Intervals
Overview We have added a new feature in appointments. We now have 5-minute appointment intervals that can be enabled to schedule appointments. Here'...
Wed, Feb 21, 2024 at 6:54 PM