From the Client record, use the New icon to add new points of contact with your clients or book an appointment or session.
New Calls: After selecting New > Call, you simply fill out the fields as you wish. Any field that is auto-filled based on information you set up in the Desktop app will show a drop down box (like the Type field above), just make a selection. The Call allows you to tab through the fields, making selections easy and quick. For more information about Phone Calls, follow this link.
New Appointments: After selecting New > Appointment, which behaves just like the new Call window allowing you to tab through the fields and drop downs will auto pop open, even the “Time” is a drop down, ensuring the correct time is selected!. The first “Time” field notes the start time of the appointment, the second “Time” field notes the end of the appointment. For more info on appointments, click here.
New Session: Just like the new Appointment window, you can tab through the fields and drop downs will auto pop open, even the “Time”. For more info on Sessions, click here.
New Task: After selecting New > Task, which just like the other forms, you can tab through fields easily and quickly adding the required details. For more info on Tasks, click here.
