Getting Started With Details
Education & Learning
Client Information: Adding Another Event To An Existing 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!
Once you have a few events for one client, you may choose to archive one. You will be able to see which event(s) have been archived as they will have a file icon to the left of the event.