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02-13-2018 10:59 AM
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phcjeffcity has contributed to 3 out of 7,774 total posts (0.04% of total).
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Most Recent Posts:
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Being Aware of Future Classes a Client is Scheduled for When No Longer Appropriate
2/13/2018 11:01:43 AM
(Total replies: 1)
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| We recently started using the classes option to register our clients for classes or put them on the wait list. Now, we've had a client notify us that she has had a miscarriage. We want to ensure if she was signed up for any future classes that we don't give her a reminder phone call when that class comes up as it would not longer be appropriate. What is the best way to find if a particular client is registered for future classes?
Thank you! |
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Re: Being Aware of Future Classes a Client is Scheduled for When No Longer Appropriate
2/13/2018 11:17:14 AM
(Total replies: 1)
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| Thank you, Ashleigh! I appreciate your response.
I was just wondering if there was a way to find out if she was registered for any future classes without going into each class waiting list or each roster as we have multiple classes going on with different sessions throughout the year.
Thank you again!
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Changing Staff Listed when Making an Appointment
2/1/2018 9:12:11 AM
(Total replies: 1)
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| How do I edit the list of Staff/Volunteers when I am in Scheduler and am making a new appointment? We previously have not used the scheduler, but are transitioning to using it now. There is a list of staff/volunteers listed there that is mostly outdated. How can I remove these names and add our new staff/volunteers?
Thank you! |
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