Manage Services

Some staff may create and manage services from the Service list page from the My Office tab.

Display the Services List Page

  1. Follow this path: My Office tab > Billing banner > Services sub-banner.

The Services list page is displayed. View field definitions.

From the Services list page on the My Office tab, you can:

Manage All Clients' Services

Schedule a Client for a Service

Change a Client's Status on a Service

 

Why can't I access these screens?