When someone else came.
When a booking was made by one person and someone else came, the booking stays with whoever made it and the visit goes to whoever came.
Steps
- Open the appointment in the Diary and press Someone else came.
- Under Find them, type their name and choose them, or press Add [name] as someone new and fill in their first name, last name and email.
- Read what stays with the booker (the booking, its reminders, any payment, the ad that brought it) and what goes to who came (attended, last seen, and the note, plan and aftercare from Pulse).
- Press [name] came to make the change.
- The panel now says who the booking was Booked by, and the diary shows booked by beside the treatment.
- If it was the booker after all, press Undo, or later Undo, it was [booker's name].
Questions
Can I do this after Pulse has written the note?Yes. That day's note, the plan made from it and the findings move to the person who came.
What if I leave the new person's email empty?Nothing is sent to them. The email is where their note and plan go.
Does Undo remove someone I added as new?Undo always puts the visit back with the booker. Pressed straight away, it also takes off a person you just added as new, as long as nothing else is on their record.