Simplify client collaboration by sharing a central link to Schedules, Pinboards, and shared files in one accessible location. This guide will walk you through the process of adding a Schedule to your Client Dashboard, ensuring seamless communication and enhanced collaboration with your clients.
Navigate to your chosen schedule, and in the top right corner select the black 'Share' button
Switch on ‘Publish to Client Dashboard’
Add your clients email address to the field provided and click 'Add'
Once their email has been added, select the Access drop bar next to their email and toggle on the amount of access for your client.
Repeat the process for each schedule you’d like to publish to the client dashboard.