Workflow statuses are housed at the service level and are typically used to allow users to filter down to clients who still require coordination and scheduling
Articles in this section
- Employee Finder
- How to see visit/recurrences offer responses and assign the offer?
- How to offer a vacant visit or a vacant recurrence?
- How to access the Activity Feed
- How do I change the status of a service that I’ve scheduled?
- How do I set Employee Availability?
- Entity tags
- Updating the Service Start Date
- Creating Reason Codes
- Employee Seniority Ranking