There are several ways on how to create a Roster in Brevity. Please take note that before you could create a roster in Brevity, it is necessary to create the client’s funding first. In Brevity, the service schedule will not turn into scheduled status if you don’t create the client’s funding and you cannot create a claim for the client. You could go to this guide on how to create the client’s funding.
Once the Client’s Funding has been created, you can now proceed in creating the client’s service schedule.