Client's Service Templates

Adding Client's Service Template

You can create the client's service templates by clicking on the +New button.

Click save after filling out the information. 

Items tab is now available, select the "add Icon" to add a service type.

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

Select the Start and End date in the "Drop-Down Calendar" of the service Schedule then click on the checkbox that you want to schedule. Select the "Create Button" to create the service schedule. Select the "Close Button" at the upper right corner to close the window.

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Editing the Client's Service Schedule

You can edit the client's service template by clicking on the service template and then clicking the edit button. You can also double-click the service schedule to edit it.

You can make changes in the service schedule by double clicking the service schedule under the items tab.

Complete all the necessary changes in the Items window and select the "Save Button" 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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