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Add project to a session
Add project to a session

To keep track over clients projects, you can add project when creating session

Updated over a week ago

This article is for All roles

1. Create a session

In your calendar, hover your mouse cursor on the time you would like the appointment to begin, then click, hold and drag out the desired time slot.

2. Add existing or create a Client

Requires a name, email, and/or phone.

3. Click ADD PROJECT +

4. Write the project name. Click to create a new or use an existing project

5. Create the session and choose if you would like to notify the client

6. The created project will look like this. Here the project is called LEG

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