After navigating to the visit and selecting Replace, I have a filtered list of employees to choose from. Here is how I log calls to the employees listed.
Articles in this section
- Visit Approval Screen
- How do I view/add notes for a Client/Visit/Employee (web)?
- How do I approve/unapprove visits for billing and/or payroll?
- What happens at Daylight Savings (Spring Forward/Fall Back)?
- How do I block/unblock an Employee or a Client?
- How do I edit my service workflow status?
- How do I use Cost Centres for billing?
- How do I set up/edit/disable Cost Centres and Cost Centre Overrides?
- How do I add/edit/delete my client's status?
- How do I view a client's schedule?