Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
O'Reilly-Jones, Jennifer
shared this idea
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Dylan Woods
commented
Our agency has a lot of repeat services and staff members have requested having a feature where they could enter in multiple services easily (like a dropdown or quantity number), rather than clicking submit repeatedly to add them.
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AdminGeoff Battersby (Admin, Bitfocus) commented
When providing a service to a client, it would be helpful to be able to add multiple service items all at the same time for the client, perhaps with a tick box by each one to save time.