Adding Client Important Dates
1. Click "Clients" from the Sidebar Menu.
2. A list of all of your clients will appear. Click on the client you want to edit.
3. A pop-up will appear. Click "Edit" in the top right of the page.
4. Scroll down to "Additional Information" and select "+Important Dates".
5. A pop-up will appear. Enter the Important Date information in the respective fields. Please note the pink asterisk notates required fields, including: Date Type, Date, and Recurring Date. When you're finished, select the pink "Submit" button at the bottom.
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