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
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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