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Make sure that your clients see their activities

The customer will be able to view their programs and tasks from their calendar, provided that certain conditions are met.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated this week

The client will be able to view events from their calendar. These may include:

  • Programs scheduled by their professional

  • A summary of programs completed by the client

  • Tasks

  • Activities

💡 The documents that the professional sends to the client to fill out will be available in the messenger tab.


Activity tab

The client's activity tab corresponds to his sports calendar. The professional and the client can share events from this tab.


Make sure the client sees their program in the calendar

When a program is dragged and dropped into a client's activities, it is automatically included in the default visibility.

However, when a program is created in another way, the client will not necessarily see their program.

For more information, click here


Factors for seeing it

A few factors will allow a client to see his program in the calendar (In his activities):

  • The program must be assigned to him

  • The program must not be “archived

  • The start and end date of the program must match when you want to see them in the calendar.


Further information

To learn more about how to put an event in a client's schedule, click here.

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