How do I make and manage a visit schedule?

Video One: How do I create a visit series?

NOTE: If you can't see all the clients on the "Client" page of the Scheduling Wizard, try clicking the Person icon at the right of the Search Clients section. (See the red circle in the image below.)

People Icon

Video Two: How do I search for a caregiver?

 

Video Three: How do I add tasks to visits?