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. 

    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!

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 You will be able to see which event(s) have been archived as they will have a file icon to the left of the event. 

Screen Shot 2020-07-10 at 2.28.13 PM