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Help & Support Schedule Manager


Your schedule manager is there to help you keep up to date with your clients and so you can quickly find any appointments or call backs you have booked.

You can also open the clients details from here by clicking on the view button (which looks like a magnifying glass)

You can easily see which call backs are overdue as your schedule manager has tabs for call backs for

Overdue
Yesterday
Today
Next 7 days
Future

If you know you have scheduled a call back but cannot remember when for you can use the Search Schedule to find the client, simply enter part of the clients name and a rough search date and the system will find the client for you.

You can quickly change a scheduled notification by clicking on the edit button (which looks like a piece of paper and a pencil) to the left of the clients name. You can also delete the scheduled item by clicking on the cross to the left of the name