Taking action from calendar events

Clicking calendar events

When you click on an event in your calendar, you can:

For payment due dates

For scheduled reminders

Quick actions menu

After clicking an event, a menu appears with relevant options. The options depend on the event type and status.

Opening client profile

Click View Client to go to their full profile where you can:

Best practice

Use the calendar as a quick overview, then click through to take action. It's faster than searching for clients manually.

Related: Understanding calendar stats