The Weekly Planner V2 keeps all of your important alerts including On-hold, Running Late and Exceptions in one place within the Navigation bar. This article goes through how to access each of these alerts as well as further information about each one.
Accessing Alerts
To access the settings of the weekly planner simply head over to the information icon in the top right corner:
On Hold
When clicked this will bring up a module for you to view all the clients that are currently set as "On Hold" in the system as well as their start and end dates if set:
Running Late
When clicked, this will bring up a module for you to view all the users who have appointments for today that have not clocked in when they should have. It will also show when the last date they logged into the application was:
Exceptions
When clicked, this will bring up a module to show you any appointments in list view that have been rescheduled or cancelled
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