Client Profile Calendar - Step by Step

Client Profile Calendar - Step by Step

The client profile is now integrated with the calendar with CareNet. To learn more about this functionality please follow along below:

Step 1. Navigate to a client profile. Once on a client profile the calendar view will appear on the 'Profile' tab. In the table you will find:
  1. Event search
  2. Add new event button
  3. All previously created events


Step 2. To create a new event from the client profile, simply press the 'New Event' button. The pop up that appears is the same as what you will find on the calendar page.
Tip: Any event that is created on the client profile will also be updated on the calendar page, and vice versa. This is also applicable for any event that is edited on the calendar page or client profile.


Step 3. To edit an already created event, press the pencil icon in the 'Actions' column.

Tip: The plus icon in the actions column will show any participating personnel associated with the event.


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