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)


6.Visit Note

Accounting Stepper

1.Service Type

2.Bill Rate

3.Pay Rate