Group Services

From the Home screen: 

1. Click Client, Group Services.

   Open

   

2. Click Add Service drop-down and click the appropriate Service.

3. Click Date of Activity calendar and click date.

4. Click Type(s) of Activity and other required fields depending on the Service selected.

5. Click Add Client to add all the attending clients.

   Open

   

6. Click Save.

7. Service is listed in the Service Table and listed on each of the clients in the group client’s dashboard. 

Tip: You can edit/delete the Service until it is processed into an invoice, which happens at 12:01 am on the 1st and 16th of the month. At that point, it is no longer editable. To remove the Service, click Delete.

Tip: To Edit a Service, click on the Service Transaction ID teal link to open, make changes, and click Save.

Tip: Click the Icon on the service and the system will display the service cost and the Admin Cost if applicable.