Workbook Task Calendars

Get an up-close view of an individual client's dates and deadlines with Workbook Task Calendars (and share these calendars with your clients).

While the Master Calendar gives you an overview of all your business-related dates as well as all the dates and deadlines for all your clients, Workbook Task Calendars show just the dates and deadlines for each separate client so you can focus in on one particular client.

This calendar is located within each client's Workbook, and it automatically generates calendar dates from information you have entered into a client's Workbook (such as payment due dates, dress fittings, vendor meetings, event dates, etc.) as well as dates you have manually entered into their Calendar.

In addition, you can share this calendar with your clients so they can also see dates, deadlines and appointments that apply to them. Just turn on a client's access to their task calendar via our system and a username and password is automatically generated for them so they can log in and view their calender (as well as access other areas to which you have given them access).