Create client event from calendar

Name: Create client event from calendar
Description: How to create an event/visit/session from the Client’s Calendar.
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to Client’s Dashboard.
2. Click on the Calendar button.
3. Select the day when you want to create the event.
4. Fill in all the required fields. (including Signature if required)
5. Click on the Save/Save & Close button.

*** Please note, this will create all required documents linked to this event as well.

Create client event from calendar

Step 1: Go to Client’s Dashboard.

Step 2: Click on the Calendar button.

Step 3: Select the day when you want to create the event.

Step 4: Fill in all the required fields. (including Signature if required)

Step 5: Click on the Save/Save & Close button.