Hi Rasmus | Boost: How do I enter a session for a past date and transfer to Boost?
Hi Rasmus allows you to easily enter session data and complete notes for a past appointment and seamlessly render to Boost.
NOTE to Manager: In order to [Add a Manual Session Entry] directly from a scheduled appointment from the [My Schedule] page (option 2 in the video walk through), the client must have a session set up that is mapped to the corresponding appointment type.
For more details on session mapping CLICK HERE
User Privilege: Entering a Manual Session is a user privilege. Manager-level users can give access. Go to User Privileges >> Sessions >> then check [Enter Manual Sessions] for that user role.
🎥Watch: Entering Data for a Past Session