Scheduling errors are a common mistake that can negatively affect your clients’ perceptions of your office. That’s why it’s important that your office use a calendar that allows everyone to see quickly what others in the office have scheduled as well as giving them the ability to assign calendar items to others.
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Click the link below for more information on each of the features covered in the video:
00:15 - Adding Activities
04:40 - Repeating Activities
06:20 - Multiple Attendees on an Activity
08:48 - Calendar Features
09:25 - Change Colors on Calendar
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.