Overview
This article walks through our new calendar, which is in open beta. It is available to all advisors; however, we have a number of things we plan to improve about it over time! We'd love any feedback you have to make this better. Please email [email protected] if you have any.
Accessing the calendar
You'll see the calendar icon appear in your top-bar, on the right hand side
Using the calendar
The calendar shows the following events:
Upcoming trip start and end dates
Upcoming client birthdays, anniversary dates, and passport expiration dates
Upcoming tasks that have not been completed, on their due date
Automation 'next run' dates
We plan to add payment due dates to the calendar as a future improvement as well!
For each you can click through to view the client/task/automation itself.
