Switching Customers

Note: If you are not a Billing Service and/or not linked to multiple Customers (Groups) you will not see this option.

Use the Switch Customers option to navigate to another Customer's appointment schedule. 

  1. Click on the Navigation Menu  icon and select Switch Customers 
  2. Select the customer to swtich to and click OK 
  3. If applicable, select the Navigation Menu icon to navigate to the appointment Scheduler