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:
      • Assignee
      • Start Date
      • Start Time
      • End Date
      • End Time
      • Set Reminder
      • Event Title
      • Add Video Conferencing
      • 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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