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Set up staff recurring Hold Time

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Enable a staff member to have recurring, non-client Hold Time events on their calendar. 

  1. Go to: Agency > Staff & Security > Staff Information > Recurring Tasks Setup.
  2. Choose Select Name and search for and select the staff member.
  3. Select Add New then Recurring Tasks - Staff.
  4. In the Task Information section, complete the required fields.
    • For Task to be Scheduled, select one of the Hold options:
    • Staff Activities (Non-Client) Hold
    • Staff Activities (Non-Client) Hold - Intakes
    • Staff Activities (Non-Client) Hold Time
  5. In the Range section, enter the Start Date. Complete other fields as appropriate.
  6. In the Recurrence Pattern section, select the Recurrence Type. 
  7. Complete the fields associated with the selected recurrent type.
  8. Select Save.
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