📍 This article includes:
How to make something a key event, whilst creating that event
How to make an event you have already created a key event
Where you can find key events
Method One: While you are creating the event
Select the client 🧑 from the 'Clients' tab you would like to create a ‘Key event’ for
Head to the ‘Client Record’ tab
Select ‘Create’ 👇 sin the top right corner
Create a Contact, Note, or Action
Scroll down and select the star icon ⭐ (it will then turn yellow)
'Save' the event ✅
It is now a ‘Key event’ and will be visible on the 'Summary' page for the client! 🎉
Method Two: Once the event has already been created
Head to the ‘Client Record’ tab
Select the event 👇 you would like to star as a ‘Key event’
Select the three dots 👇 in the top right corner
Select ‘Edit’ 👇
Scroll down and select the select the star icon ⭐ (it will then turn yellow)
'Save' the edit ✅
It is now a ‘Key event’! 🎉
Where has my ‘Key event’ gone?
Under the ‘Client records’ tab
A ‘Key event’ can be identified by the star in the right-hand corner of the event
Under the ‘Summary tab’
This is shown under the 'Key events' heading
Video Walkthrough