Scheduling Functions for One Client < Voiding Services

You may need to void several services for one client. For instance, perhaps you made a scheduling error and then realized you need to delete the extra services you scheduled erroneously. If these visits are in the past, you'll need to void them before you can delete them. This is a security measure so you do not inadvertently delete past visits that have already occurred.

 

It is possible to drill into the service order from the Column View of the Schedule in order to void multiple services for one client.

How Do I Void Multiple Services for One Client from the Column View?


 

            ON DESKTOP

 

Navigate to Scheduler > Schedule > Column View

STEP 1

  • To show more detail on the Schedule and display a link to the client's Order, click the "+" sign for more Detail two times

​STEP 2

  • Click the word "Order" from the service description on the Schedule

  • "Order" is a link to the client's service order; the service order that includes this visit on the Schedule

​STEP 3

  • In the service order, you can now void any services you'd like for the selected client

  • Select the service(s) you need to void by checking the boxes on the left

  • Click the "Void button

​STEP 4

  • The services will now say "Void" and will be greyed-out in the service order

  • To delete the services, you can select them again, the click the "Delete" button

    • This will remove the services completely from the system​

  • Click the "Back" button above the Service Order to return to the Schedule

  

        ON MOBILE 

STEP 1

 

  • Tap the Navigator, and select Scheduler > Schedule > Column View

STEP 2

  • To show more detail on the schedule, tap the "+" sign next to "Detail" 

    • Tapping the "+" sign once will display any Staff Notes and Invoice Notes​

    • Tapping the "+" sign again will display financial details as well as links to the service order and the Quote or Invoice

  • To get to the client's service order, tap the "+" sign twice

STEP 3

  • Tap the word "Order" to go to the client's service order

STEP 4

  • To void multiple services for a single client in the client's service order:

    • select the services by tapping on the appropriate check boxes​ to the left

    • or tap the "All" check box if you need to select all services

  • Tap the "Actions" button​

STEP 5

  • Tap the "Void" option from the drop-down list

    • the voided services will be automatically removed from the Schedule​

    • but they will remain in the service order greyed-out with no client charge or staff compensation

  • Tap the "Back" button to return to the Schedule

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