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Stay updated with all your important events and appointments—beautifully organized in multiple calendar views. In this demo, you will explore the Events Module within your Client Portal. We will guide you on how to filter events by client and status, search events quickly, and view them in Monthly, Weekly, Daily, or List formats.
You’ll also learn how to navigate through time, and open individual event details for complete information including location, host, description, and schedule.
This module helps you stay aligned with upcoming milestones, team discussions, or any client-company interaction.
By the end of this tutorial, you’ll be able to keep your calendar clean, clear, and under control.
