All Collections
Calendar Summaries
Calendar Summaries

Calendar redesign and summary of associated items.

Updated over a week ago

We have redesigned the Iris calendar to provide a cleaner user experience, and provide users with more information within the calendar itself.ย 

Within your Iris calendar, you can now view a brief summary of each event.ย 

Events/sessions that have a workflow associated with it will now show those items within the calendar summary.
You will find the following items included in the summary:

  • Sent Invoices, including status and due date

  • Sent Contracts, including signature status

  • Sent Questionnaires

  • Sent Emails

  • Upcoming Scheduled Emails

Note: Items associated with your workflows (invoices, contracts and questionnaires) will not show in the summary until after they have been sent to your client.

Did this answer your question?