Client Based Services

From the Client Dashboard:

1. Click the Services tab.

2. Current Services for the client will display.

Tip: As Services are added the (0) on the tab will update.

Add a Service:

1. Click Add Service drop-down and click service.

2. Click Date of Activity calendar and click date.

3. Click Type(s) and other required fields depending on Service selected.

4. Click Save.

5. Service is listed in the Service Table. 

Open

Open

Delete a Service:

1. Click the Trash Can for a listed Service.

2. Click Yes, Delete the Record.

3. Service is no longer listed in the Service Table.

 View Services Graph:

1. The graph is displayed with all Client Services and their %s.

2. Hover the mouse over each section to see actual Client counts per service.