Create a Client Event

In this tutorial, you will learn how to create an event for a client.

You can create an event for a client to record information that might not be related to a specific appointment.

For example, a phone call was received from the client's GP and you want to record what was discussed, or you want to be reminded that a referral letter needs to be sent on a particular day.

Prerequisites

The Client has been created: see How to Create a New Client.

Watch the video tutorial: