How to Create Events for Clients

Create an in-person or virtual event for a client. Assign a Flow to au

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Last updated 2 months ago
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Create an in-person or virtual event for a client. Assign a Flow to automatically notify the client about the event.

Prerequisites

To create events for a client, make sure to create a client first in the Clients page.

How to Create a Client Event

Step 1) Search for your client in the top search or through the Clients page.

Step 2) Click on your client - or fill in the Add Client form to create a new one.

Step 3) Click on Events in the left navigation (below the Client's name).

Step 4) Fill in the Add Event form and click Add when ready.

Once you create an Event, the event should be added to the table. Click the event to make any further changes.

Create Client Event Form

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