How do I add an assessment to a calendar?

Within our Assessment Software, you have the ability to add an assessment to a calendar.

Starting from the “Clients” tab of your Dashboard, follow the step-by-step instructions below to learn how to do so.

Step-by-Step Guide:

Step 1: Click on the calendar icon next to the client.

Step 2: Click on the “Add Assessment” button on a chosen date.

Step 3: Click on the edit icons to customize the settings.

You can specify the time, the assessment, and how to notify the client. You may also enter a custom message.

Step 4: Click on the “Create Assessment” button to continue.

Step 5: View the assessment on the calendar.

Now, you can add an assessment to a calendar!

Updated on January 11, 2021

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