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Create an event

How to add a meeting, site visit or deadline to the calendar, link the event to a project and follow your attendees' responses.

Steps

  1. Open the calendar

    In the navigation, go to Calendar. You can switch between month, week and day views.

  2. Pick the slot

    Click "Add Event", or an empty area of the day you want, to open the form.

  3. Fill in the basics

    Title, optional description, end time, event type (Meeting, Site visit, Deadline or one your company has created) and office.

  4. Add attendees

    Add employees, clients, or both. Every attendee starts as Pending.

  5. Save

    When you save, the event shows in your firm's calendar — and in the portal, for client attendees.

Linking to a project

If the event relates to a specific project, set the project field. The event is then linked to that project and shows on the project detail page as well.

Linking is optional — a team training, an internal review, or a holiday can stand on its own with no project.

Attendee flow

Each attendee starts as Pending. As they respond, their status moves to Confirmed or Declined. The status is independent per attendee — declining for yourself doesn't cancel the event for everyone else.

Client attendees get an email when the event is created or changed, and see it in the client portal, where they can add it to their own calendar.