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How to Verify Sessions on the Mobile Browser-Desktop View

How to Verify Sessions on the Mobile Browser-Desktop View

There are two views for a mobile browser. Desktop view and Mobile view. You can utilize your phones browser settings to request the different versions (for example, if you are an iPhone user, you can select the blue “AA” in the url to request the different site versions.

We typically recommend Mobile view as this is a much friendlier view for a smaller screen. Desktop view will appear as it would on a desktop  (or laptop) browser

Instructions

  1. After logging in, you will need to select “Scheduling” as you would in a desktop browser (this screen will be the same across mobile and desktop)

 

2. Once you are within the scheduling tab, you will need to select your appointment. If you are in desktop view, you will need to press on the appointment and the option will pop up

3.Once you select your appointment, you will have multiple options such as edit the appointment, enter staff or guardian verifications, or enter a session note

4. How to write a session note: Within the desktop view, you will need to select “Session note”, then you will be able to select the client template drop-down. Once you have filled in your fields for the note, you are able to select “save draft” or “submit note”.

 

 

 

 

5. How to Verify: After selecting the appointment, the staff and parent verification section will be located on the bottom of the screen under the event details. You can select the checkbox beside the appropriate verification needing to be entered and a pop-up screen will appear to allow verifications to be entered and saved.

 

Parent Verify:

 

Staff Verify:

 

 

 

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