Each client has a calendar that your team sees on the client's page (the Calendar tab), and the client sees in their portal (add the Calendar app).

What appears automatically

• Project due dates and milestones
• Task due dates
• Invoice due dates
• "Needed by" dates on document requests and forms
• Events you add by hand

Adding events

1. 1

   Open the client's Calendar tab

   Press Add event.

2. 2

   Fill in the details

   A title is required. Add a description, mark it All day, and link it to a project if relevant.

3. 3

   Choose who sees it

   Tick Internal only to hide the event from the client.

RSVPs

Turn on This event requires RSVPs, save, then reopen the event to invite specific contacts. Each invited contact can Accept or Decline from their portal, and you see everyone's response under Attendees.