Articles on: ClientSmart

Event Scheduler

Select ClientSmart

Click on Event Scheduler

Click on Add

Name the event

Give a date for the event

Select the event start time

Select the event sequence

Select the event category

You can add your own event category as well

Select the notification time

Click on Next

Select which user you would like to email this event to.

Select the client

Allocate this event to a specific user

Click on Next

Edit the message you would like to send.

Click on Save Schedule

Updated on: 31/10/2024

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