Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

There may come a time when you have to swap out the client that is assigned to a specific appointment. You can easily do so with the "Change Clients" link that sits beneath the client field on the appointment detail screen.

...

Next, you'll see the "Change Client" window. If Leroy's wife isn't in the account already, you could click the "Add a New Client" button to enter his wife's information. If she is already on your account, you can just start typing her name to pull up her client record and select her from the Client Lookup:

...