Roster
Everything you need to know about Roster and how to use it.
- Roster Overview
- How to use Profile
- How to add and search for contacts in Roster
- How to create new appointments in Roster
- How to Assign a Form without an appointment
- How to Delete Form Assignment in Roster
- How to Share Files/ Attachments without an appointment
- How to use notes in Roster
- How to download Session Notes as a PDF in Roster
- How to store Secured File Attachment in Roster
- How to Remove a Contact from Roster
- How to Search for Client's Profile Details in Roster
- How to configure Custom Roster Fields as a provider