On or after August 9, 2018, features within the 'Clients' tab of your account will no longer be accessible. Export your data, including Contracts, Invoices, and Questionnaires, in advance as it will no longer be available. You can continue to manage your Inquiries and Bookings within Messages.
You can now quickly set and manage the tasks you need to successfully accomplish each one of your events!
Schedule a Task:
- Create tasks for a client's specific event
- Enter in details about the task at hand
- Specify the date the task is due
Manage Upcoming Tasks:
- See all of your tasks at a glance
- Review client details linked to each task
- Quickly identify if any tasks are overdue
Stay Organized with Ease:
- See auto-generated tasks for each event
- Ability to add additional details to auto-created tasks
- Spend less time creating tasks, more time getting business
*Premium members only