Step 1: From the Home page, check the Upcoming Schedules tab to see all scheduled activities. This is where you'll start your review process.
Step 2: Choose a schedule entry from the list. After selecting it, you'll move to the detailed schedule view and see all participants.
Step 3: In the roster, you have an alert for "no card on file", which can be used to quickly add a card to that Payer's profile.
Step 4: Clicking on the attendee whose details you want to review will open their profile panel on the right with their information.
Step 5: If the selected attendee is not a payer, move to the payer's account to add the card on file.
These options to add the card will always be available in the Profile of a payer when we open them from any of the pages available on the Front desk.