Assign a client before starting a visit from an appointment that does not have one yet.
1. Open the appointment in Scheduler.
2. Select Assign client in the appointment details.
3. Search for and select the client.
4. Save the appointment.
Start Visit becomes available after the appointment has a linked client and is ready to start.
Appointments without a linked client still appear on the Visit Board. Their Start Visit button stays disabled and explains why: "This appointment isn't linked to a client."
Open the appointment, assign the client, and save before starting the visit.