Please watch this video or follow the guides below:
Below you will find a start to finish tutorial covering everything you will need to know regarding calendaring in PracticePanther. Jump to the topic of interest by clicking on a title in the index below.
1. Create a new Event or Task
2. Invite a Contact or another User to an Event
3. Reminding clients about important deadlines with SMS email reminders
4. How do I view my calendar in Agenda view?
5. Integrate your favorite calendar program with PracticePanther
Create a new Event or Task
2) Fill out the form with all information relevant to the Event or Task, and click "Save".
Note: Subject and User are required for all events.
Invite a Contact or another User to an Event
When creating or editing a Task or Event, type any User or Contact you wish to be included as an attendee under the "Attendees" tab. You can assign multiple users and contacts. You can also use this option to assign the event to another user or a contact, and even choose to send them an email about the event!
Reminding clients about important deadlines with SMS and email reminders
When creating or editing an Event or Task, click "+Add a reminder". You can set up to 5 reminders, and can choose between an email, popup (in the software), and text message reminder. Your reminders can be set for minutes, hours, or days ahead of time. Then just click "Save" and the reminder will be sent when you requested!
Note: Reminders for Tasks will run backwards from noon, 12:00 PM, of the Task's due date.
How do I view my calendar in Agenda view?
Attorneys use calendar events and tasks to help them stay organized and meet appointments. However, it is much easier to view a to-do list of all your events and tasks on a single page. Now you can with Agenda view!
1) Go to your "Calendar"
2) Click "Agenda" on the top right.
The Agenda view will now show you all events and tasks that are due this week.
Integrate your favorite calendar program with PracticePanther
Whether you use Google Calendar, Outlook, Office 365 or iCal, we got you covered. Connect your calendar to PracticePanther to be able to view your PracticePanther events from the comfort of your personal calendar.
To learn how to sync your favorite calendar program with PracticePanther, please click here!
More Calendar Tutorials: