Overview
The Staff Meeting tab in an appointment is used to add multiple staff to any type of appointment; an individual or group appointment with a client(s), a Staff Meeting type appointment, Supervision type appointment, etc. To maintain consistency, the name of the tab - Staff Meeting - has not changed but it can be used for so much more! This article will show you how.
Add Staff to an Appointment
- Locate or create the appointment in the Appointments Module.
- Click on the Staff Meeting tab.
- The list of staff that you see is determined by the location of the appointment.
- The list of staff that you see is determined by the location of the appointment.
- The list of staff can further be filtered by choosing a Staff Group from the drop-down menu, if your agency uses Staff Groups.
- The colors that you see on the graph for a staff will indicate what they have on their calendar for a given time period. The Colors legend will tell you what Type of appointment they have on their calendar or which Location their appointment is scheduled.
- To add staff to the appointment, you have 2 options.
- Click the All button to add all staff listed to the Scheduled Staff box on the right.
- Click on each staff name you would like to add & then click the
to add the selected staff to the Scheduled Staff box on the right.
- To remove staff from the appointment, you also have 2 options.
- Click the Clear button to remove all staff listed to the Scheduled Staff box on the right.
- Click on each staff name in the Scheduled Staff box on the right that you would like to remove & click the
to remove them.
- Once you have confirmed that all information on the appointment is correct, click Save.