Page History

...

1. Log in to your personal profile
2. Click Home on the main menu
3. Click Clients on the sub menu
4. Search for the client by using the search filters and click search
5. Click anywhere on the row of the client to open the Client Details screen
6. On the Client Details screen, scroll down and click the Schedule tab
7. Click Actions button
8. Click Add New Client Request in the actions dropdown
9. Complete the request form wizard
   1. Select the date
   2. Start time
   3. End time
   4. Service
   5. Employee
      1. Please note that if the employee is unavailable, your coordinator might schedule a different employee
10. Click Save
11. Click Yes on the confirmation alert window
12. The request will appear on your schedule in pending status and has been sent to your coordinator for review
    1. If the request is approved, the shift will appear blue on your schedule
    2. If it is rejected, it will no longer appear and your coordinator will provide you details as to why it was rejected
    3. If you would like to cancel your request, please contact your coordinator
    4. You may receive a notification when your request has been approved or rejected

Related articles