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agk is not online. Last active: 4/3/2011 5:12:04 PM agk
Joined: 27 Jan 2011
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Scheduler
Posted: 27 Jan 2011 11:30 PM
Hi, I understand that with the new scheduler that you are not required to link a client to an appointment until check-in (I think), but is it possible to link an appointment to a client when scheduling or do you always have to type the client name into the subject field?
brianp is not online. Last active: 10/27/2021 3:29:15 PM brianp
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Re: Scheduler
Posted: 28 Jan 2011 07:56 AM
Yes, the Subject field is required. For client appointments it's best to put the client's name in the subject field. Then, during check-in you are only required to link to the client file if the status is "Show". If the client is a "No-show" you do not have to create a file and link. I hope that helps.

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