A calendar module was added to the client card to handle all the events connected with appointment and time. You can use it to add meetings with clients, deadlines of tasks for you, or even the date of the service expiration. It's up to you how you will use it. It's important to understand how the calendar module works in general. You will find the calendar module on a client card. It looks like that:

You're able to add events to calendar with use of those methods:

Method 1: Click on a date in a presented calendar

When you click it the window will appear and you can enter the specific time and date of the event

Method 2: Use a quick bar on a client list

You can click "add the meeting to calendar" on a quick bar next to a record on a client list:

The meetings will be visible on a client calendar. To help you manage the events in a better way we developed a couple of features that make your life easier.

Feature 1: An upcoming meeting on a list summary

You will find a date of the closest meeting that will replace the button of a quick action bar. The date will represent you a day of a meeting but different color will tell you when is the meeting:

The meeting is in the next 24 hours:

The meeting is in the next 7 days:

The meeting is past due:

Feature 2: A summary of all meetings