How to update your account for Schedule Templates

With the creation of Schedule Templates, you will want to go in and make some adjustments to your account!  Please follow these steps to get up and running with Schedule Templates!

  1. Edit your existing Services with Schedule information.  For more information on this update, click HERE.

  2. Merge any Visit Types which were added to your service list.  For more information on Merging Services, click HERE.

  3. Create your schedule templates.  For more information on creating Schedule Templates, click HERE.


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