All Knowledge Base Articles

How to edit an Entry?

Steps 1 and 2- In the Main Menu on the left click on ENTRIES and then under CALENDAR. Steps 3 and 4- In the ENTRY TIME section, click CLIENT and then AUTHORIZATION. Step 5- Find the date in the calendar below, of the day you made that entry and click on it to edit it….

How to pre-save a Signature?

Steps 1 and 2- Click on the MY ACCOUNT menu and then on DETAIL. Fig. Steps 1 and 2. Steps 3 and 4- In the DETAIL section, click on the SIGNATURES tab and then on the + ADD button. Fig. Steps 3 and 4. Step 5- Click on the text box and write the name…

How to sign a Service Report?

Steps 1 and 2- In the Main Menu on the left, click on RECIPIENTS, then search for the client and click on its corresponding DETAIL button. Fig. Steps 1 and 2. Steps 3 and 4- Click on the SERVICE REPORT tab and then on the DETAIL button of the Report you want to sign. Fig….

How to create a Service Report?

STEPS 1 and 2- Click on the SHORTCUTS button and then on the CREATE SERVICE REPORT drop-down sub-menu. Fig. Steps 1 and 2. STEPS from 3 to 7- Select the client, the service, the date range, and then click on the SUBMIT button. Fig. Steps from 3 to 7. STEP 8- Click on the CREATE…

How to create a note?

Step 1 y 2- In the Main Menu on the left click on ENTRIES and then under CALENDAR. Step 3 y 4- In the ENTRY TIME section, click CLIENT and AUTHORIZATION. In the first, you will select the client and in the second the authorization. Step 5- Click on a blank space within the box…