< Scheduling Functions by Client Order in List View < 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 List View of the Schedule in order to void multiple services for one client.

ON DESKTOP:

Navigate to Scheduler > Schedule > List View
STEP 1

 

How Do I Void Multiple Services for a Client from the List View?

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

 

​Note: See Default Service Detail to change the default level of detail that you see on the Schedule.

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

 

Note: "Order" is a link to the client's service order that includes this visit on the Schedule.

schedv6-list-order-edit1.jpg
​STEP 2

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

  • Click the "Void" button.

schedv6-col-order-void1.jpg
  • The voided services will be marked "Void" in the service order:

    • ​They will also be greyed-out in the service order,

    • The service charge and compensation will be adjusted to $0.00,

    • And they will be removed from your Schedule.

  • See Voiding a Service for more information.

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

schedv6-list-order-void2.jpg

        ON MOBILE 

STEP 1

 

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

schedv6-mob-list-view1.jpg
STEP 2

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

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

schedv6-mob-list-order-edit1.jpg
STEP 3

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

schedv6-mob-list-order-edit2.jpg
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​.

schedv6-mob-list-order-edit3.jpg
STEP 5

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

  • The voided services will be marked "Void" in the service order:

    • ​They will also be greyed-out in the service order,

    • The service charge and compensation will be adjusted to $0.00,

    • And they will be removed from your Schedule.

  • Tap the "Back" button above the Service Order to return to the Schedule List View.

  • See Voiding a Service for more information.

schedv6-mob-list-order-void4.jpg

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