Desired Time Frame
Melanie Flores
When creating a new visit, would it be possible to have the client's Desired Time Frame information automatically load under the pets' names?
Most clients request their own visits. When I have to create them, I always have to go into the profile to see what times they prefer. I also log the length of the visits in the Desired Time Frame. If it automatically showed up, it would save time.
Thanks!
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Melanie Flores
It does.
When someone asks me to schedule, I click new visit from the master schedule. It does not show on the Add New Visit page. Can you make that happen? Do I just need to make an extra step and add visits through the specific client schedule?
Adam Smith
When in the Schedule tab of a client's profile the Desired Time Frame should appear at the top of the page (in the "Office Notes" section).