Add New Event/Appointment

Add New Event/Appointment

This subfeature allows users to build and assign events for a particular case. It is also a subset of cases whose events are like parts or components of cases that help manage and finish a case just like tasks.

  • To add an event/appointment, follow these steps:

    1. Click All Day if the event is an all-day event.
    2. Choose the event/appointment and branch type from the drop-down menu.
    3. Select the following details:
      1. Assignee
      2. Start Date
      3. Start Time
      4. End Date
      5. End Time
      6. Set Reminder
      7. Event Title
      8. Add Video Conferencing
      9. Location
    4. (Optional) Enter the attendees from the list.
    5. Enter the purpose/agenda of the meeting in the field.
    6. Add Reminder enables the user to add additional reminders to the clients.
    7. Click the Save button to save the changes.

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