Getting Started

• Activities
  • Create a New Activity
  • Edit an Existing Activity
  • Delete an Activity
  • Clone an Activity
  • Document an Unknown User for an Activities Attendance
  • Add an Activity to The Event Calendar
• Clients
  • Create a New Client
  • Create a Client Note
  • Create a Client Note: Second Method
  • Edit a Client Note
  • Delete a Client Note
  • Clone a Client Note
• Reports
  • Generate a Report
• Meetings & Trainings
  • Create a New Meeting or Training
  • Edit a Meeting or Training
  • Delete a Meeting or Training
  • Clone a Meeting or Training
  • Add a Meeting or Training to The Event Calendar
• Programs
  • How to add a new Program