Skip to main content
All CollectionsProduct sectionsCalendar
Record an event in the calendar
Record an event in the calendar

How to add non-related events to customer tasks (i.e. personal appointments, vacations, etc.) to facilitate coordination and follow-ups.

Stella Marques avatar
Written by Stella Marques
Updated over a year ago

You can add events to your calendar in 2 ways:

OPTION 1: In the "calendar" tab, click on the + symbol at the top right of the screen and select "Event", fill in the information in the partial window and "save".

OPTION 2: In the "Calendar" tab, select the day on the calendar, right click and drag and drop to create the time slot. A list will appear at the bottom and all you have to do is select "New event" and fill in the information in the partial window (as above), then "save".

Did this answer your question?