ADD CASE NOTE
During or at the end of the session, write your session notes.
GET SIGNATURE
You can get a signature from the client by signing on your device screen using their finger or a stylus.
Articles in this section
- Get started with the Lumary mobile app
- Download and install the Salesforce mobile app
- Accept or decline shifts
- Start a shift
- End a shift
- Track the amount of time spent at an appointment
- Track travel time to and from appointments
- Track the transport of an individual client
- Track the transport of a group of clients
- Confirm travel, transport and apportionment details when ending an appointment
- + Skedulo mobile app