How do I create another event for the same client?

Do you have a recurring event, or perhaps you would like two separate contracts for the same client?

Here's how to add a new event for an existing client: 

  • Click the client's name on the Event List to access the Contact Details page. 
  • Click Log, Notes, and Events on the upper-left side of the page. 

    Log, notes, and event page
  • On the bottom-right of the page, click the Create New Event button. 

    Create new event button
  • You'll be taken to the Event Details page to fill in any important information for the new event!