Unassigned Visits 

In the client's calendar If the visit is unassigned, you can modify all aspects of the visit. Including notes, number of carers, services or duration of the visit.

  • Just click on the visit in client’s calendar (people > clients > calendar)

  • The visit window will open, you can make modifications save

  • You can make edits to just one visit or all of them if they are in a repetition  

If the Visit is Assigned 

  • Open the visit on the visits page or on the client's calendar

  • The visit window will pop up allowing you to edit all aspects of the visit

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