Getting Started With Details
Education & Learning
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.
- On the bottom-right of the page, click the Create New Event button.
- You'll be taken to the Event Details page to fill in any important information for the new event!