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How to submit a Matchup
How to submit a Matchup

Enter a match up on the app or site. Add an appointment for your SMD to cover or get covered

Jazmin avatar
Written by Jazmin
Updated over a week ago

You can watch the video and follow along.


  • Pick a DATE AND TIME

  • Enter LOCATION physical or virtual site (virtual choose no auto complete)

  • Enter CLIENT INFORMATION (will auto-populate if in system)

  • PROFILE- Select all that apply

  • Select APPT. TYPE (will vary by Hierarchy)

  • Add NOTES (additional info.)

  • Add STATE/PROVENCE If requested

  • Hit SUBMIT

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