If you're interested in inviting your clients to an event, you must first have invited them to the client portal. To learn how to invite your clients to the portal, click here before continuing.
Please watch this video or follow the steps below:
1) When creating an event select the Attendees box to on the bottom of the screen and select the user. Have the email assign button selected to "Yes".
Pro-Tip: If you're not sure who to assign, PracticePanther will make suggestions based on who is assigned to this matter. Simply click on the name(s) to add them to the participants list. Easy!
What happens now?
An email will be sent to every user/contact that's assigned to the event.