This article will guide you through creating a To Do for a client.
1. Access Client Profile and Wellness Screen
Search and select the desired client. Click on the WELLNESS button.
Clicking on WELLNESS button will advance you to the wellness screen. Scroll down to click on the link for Add A To Do.
2. Add To Do Item
Enter the following information:
Item Name - The to do item the customer needs to complete.
Color For This New Item - If you select a color, it will display on their To Dos list.
Optional Reminder Date - You can select from the calendar the date the customer needs to complete the assigned to do.
Optional Note - Type in here an optional note such as a description for the To Do.
To save your To Do item, click on Add To Do List Item.
3. Client's To Do List
This screen will show how the client will see the To Do your staff entered. Once your client logs into their portal, they will click on Home > My To Do Lists. The To Do entered will displayed at the bottom of the screen.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : Wellness - Can access member wellness options