Taking action from calendar events
Send reminders or view details right from your calendar.
3 min read
Clicking calendar events
When you click on an event in your calendar, you can:
For payment due dates
- View client details
- Send a reminder
- Record a payment
- See payment history
For scheduled reminders
- Preview the reminder
- Send now
- Reschedule
- Cancel
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:
- Edit their details
- See all their history
- Send messages
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
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