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Adding a Service Template
In the lower right of the Client information, click the add icon to add a service template.
Click save after filling out the information. By default, the client's name is already filled out.
The Items tab is now available, click on the "add Icon" to add a service type.
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Fill-out the necessary information in the Items window and select the "Save Button" to save the Item
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Creating a Service Schedule
In the Service Template Window, select the "Create Service Schedule Button" in the upper right portion of the window and the Service Schedule window will come-up
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Select the Start and End date in the "Calendar Field". Click on the checkbox of the service type that you want to schedule. After selecting the service type, click on the "Create Button" to create the service schedule. If you want to close this window, click on the "Close Button" at the upper right corner.
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You need to click on one template at a time. Clicking on multiple template will cause an error and the shifts will not be created. |
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Editing the Service Template
In the lower right of the Client information, double-click the Service Template information to be edited
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Editing the Service Schedule
You can make changes in the service schedule by double clicking the service schedule under the items tab.
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Complete all the necessary changes in the Items window and select the "Save Tab" to save the changes
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Updating Service Schedule
After editing the service schedule, you need to update the service schedule. Click on the "Update Service Schedule" button to update the service schedule.
Update service schedule will appear. First, click on the dates you want to apply the changes in the service schedule. Then, click on the service schedule that you want to update. Lastly, click continue
It will list all the shifts that will be updated. Click the "update shifts" button to proceed.
A confirmation pop up will appear. Click OK to confirm.
It will confirm if the shifts are updated. Click the close button on the lower right to close the page.
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Deleting the Client's Service Template
In the lower right of the Client information, Slide the "Horizontal Slide Bar" of the Service Templates information and select the "Delete Icon" of the corresponding Template to be deleted. Select the "Save Button" once done.
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Deleting an Item in a Service Template profile
In the lower right portion of the Client information, double-click the Service Template profile to be edited,
In the Items tab, Slide the "Horizontal Slide Bar" and select the "Delete Icon" of the corresponding Item to be deleted. Select the "Save Button" once done
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Duplicating an Item in the Service Template Profile
In the Service Template Window, Slide the "Horizontal Slide Bar" and select the "Duplicate Icon" of the corresponding item to be duplicated. Select the "Save Button" once done
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