Dates assigned to each individual client are visible from the contact profile. To view all of the client dates created thus far, you will need to access your calendar in Canopy.
Viewing Client Dates in Your Calendar
To get started, click Calendar in Canopy.
- The Calendar screen will load, showing the current month.
- Click Month, Week, or Day in the top, right corner of the screen to change the calendar view from a full month to one week or one day.
- Click the arrow buttons in the top, left corner to navigate through the calendar to view either past months/weeks or future months/weeks.
- Click on an appointment in your calendar to open the client date in the contact profile.