Accurately Reflecting OAC Conversion For Clients that Accept Program Later
Any clients from previous months can be copy/paste to the current month if there is a converted month and they can be included in that month's conversion. For example, if a customer made OAC in August is converted in October, they will go towards the October numbers.
Modify or Cancel an Appointment in Once Hub
The most common reason you will need to reschedule an appointment is because the client has not completed their Health Questionnaire on time for their OAC or does not show up to their CSDS call. Other reasons an appointment might need to be moved include if the current coach is sick or unable to take the appointmen…
