Jisti Support Team
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Activity overview
Latest activity by Jisti Support Team-
Jisti Support Team created an article,
How to inactivate a client
A client cannot be deleted but it can be inactivated. An inactivated client is not removed from the Jisti database and can be activated later. To open a client form, click on the edit icon for that...
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Jisti Support Team created an article,
How to delete an expense
The delete option for a session is found at the bottom right of an expense form. To open an expense form, click on the edit icon for that expense you want to delete. An expense form is opened. Cl...
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Jisti Support Team created an article,
How to delete a session
The delete option for a session is found at the bottom right of the session form. So, to delete a session, open the session form that we want to delete. A session form can be opened from the sessio...
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Jisti Support Team created an article,
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Jisti Support Team created an article,
Service status SettingForm Arrows
The up and down arrows allow you to choose the order in which the Service Status options appear when you are updating your client sessions. If desired, you can place the ones you use most at the t...
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Jisti Support Team created an article,
Service status SettingForm Status behaviour
These extra tick boxes allow you to choose what additional conditions you may include for each Status. E.g. If someone has cancelled, are they required to pay?
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Jisti Support Team created an article,
Service status SettingForm Colour
You can decide to allocate a colour to each status field. This allows you to see the appointment status at a glance, when you are in the Sessions section.
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Jisti Support Team created an article,
Service status SettingForm Description
Gives additional detail about the Status. e.g. Did not arrive at the session despite having confirmed 24 hours before.
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Jisti Support Team created an article,
Service status SettingForm Name
The name of the Status you are adding. E.g. Did not arrive.
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Jisti Support Team created an article,
Service status SettingForm Service status
You can keep track of your appointments by using the Service Status categories. The preset fields allow you to show when a session is scheduled and then to update the session to show it has been p...