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