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How To: Add Clients to an Existing Schedule
How To: Add Clients to an Existing Schedule

For adding more clients to an existing template and schedule.

Soraya Brown avatar
Written by Soraya Brown
Updated over 2 months ago

You can easily Add Clients to a Schedule.

๐Ÿ’ก TIP: If you have multiple schedules, you can sort your Schedule list by clicking on the Status, Name, Recurs, Due Date, Attachments, Assigned, and Clients header columns.

  1. Select the Client you want to Add by Ticking them in the Client List.

    Save the Schedule.

    NOTE: The tasks for the added Clients will be created for all future dates (this won't create tasks for any past dates).


    What's Next?

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