Scheduling errors are a common mistake that can negatively affect your clients’ experiences. That’s why it’s important that your office take advantage of tracking those to-dos as Activities. By using Activities, you can easily stay on top of your Calendar while also allowing other staff members to see your schedule at a glance.
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02:25 - Quick Add
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02:53 - Today: Activities
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03:56 - Working with Past Due Activities
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07:42 - Recently Viewed
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08:14 - Adding Activities
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17:00 - Creating Activity Templates
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20:20 - Working with Notes (linked notes specifically)
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21:41 - Creating a Repeating Activity
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28:17 - Calendar Overview
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30:43 - Activity Reports
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