We have implemented the “Client Calendar” feature and it is now available for use in your agency. The Client Calendar gives you the ability to quickly plan your client’s appointments and activities. Managers and staff will be able to view client’s appointments and activities planned for them.

Access
You can find the “Client Calendar” at the top menu after you login to the software

Add Event
If you want to add an event to your client calendar, simply click on the day of the event

View Calendar
Select month, week, day or list view by selecting the option on the top right
View any client calendar by clicking on the dropdown on the top left

Note

• Managers, admins and staff have the ability to add items to any client’s calendar

• Simply click on the calendar to add an event and before saving the event, choose the client

• All events that are added to the calendar will also be sent to your email
• You can setup a reminder for a scheduled event

1. Open the calendar and click on the scheduled event
2. Choose the Export option
3. Once the scheduled event is exported, simply click on the file and it will add the event to your personal calendar

 

Release Date: 11/15/2018