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Client Online Planner

There were 2 articles found in this category:

How can I change the header / banner for the client online planner?
The header / banner area cannot be changed for the client's online planner. We hope to provide a future release of the client side that will allow for changes.
How do I make a survey show in a client's online planner?
Open a client folder. Click "Summary" tab. Locate "Event Status" section. Confirm "Booking Status" field reads "Completed". Click "Paperwork" tab. Locate "Satisfaction Survey" field. Confirm a survey has been selected. Web Tools > Configuration > Client Options - Locate "General Cli ...