To Edit or Change a Client's Fee Schedule

To Edit or Change a Client's Fee Schedule

Go to the Clients page
Go to the pencil menu for the client
Click on "View Client Details"
A slideout window will open
Click on the pencil next to "Client Details" under the green banner of the slideout window
Click on the fee schedule dropdown field
Select the desired fee schedule.
Click Save
Select "Current Cycle" if you want to update the fee to use new fee schedule or select "Next Cycle" if you want the new fee schedule assignment to be used in the future but not change the current cycle's fee.