Day 2 Training

Day 2 Learning Objectives

Click each link to watch the video. Then take the Knowledge Check below.

____________________________________

More on Appointments:

Adding an Appointment Quickly

Recurring Schedules:

Adjusting Recurring Billable & Non-Billable Appts.

Changing the Location of Recurring Schedules

Managing Schedules Schedules:

Utilizing Split vs. Override 

Client Gaps and Conflicts / Overlaps

Cancellations vs. Deletions

Tracking Late Clients and Staff

Drive Time:

Drive Time in Match Tech Workflow

Drive Time in Add / Edit Appointment

______________________________________________