1.There are three ways to schedule visits:
•Click on the date on the calendar at which you like to create a visit
•Click the Create Visit button
•Click Actions + Create Visit
Edit Stepper
1.Client Name
2.Employee Name
3.Start Time and End Time
4.Flexible Time ( or not)
5.Frequency
6.Visit Note
Accounting Stepper
1.Service Type
2.Bill Rate
3.Pay Rate