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Why aren't worksheets appearing for my clients?
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Last Updated
26th 2011f November, 2011
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You may not have an forms selected for the client to fill out. Click open an event file. Click the "Paperwork" tab. Click "Edit" button.  Select a form from the drop-down menu in the "Primary Planning Form" section.  Select any additional planning forms from the list in the "Additional Planning Forms" section.  Select multiple forms by holding CTRL + Left Mouse Click.  Click the "Save & Close" button.  Worksheets are created under Setup > Event Planning > Worksheets.

You may also not have an event type selected for the client.  Click open an event file. Click the "Details" tab. Click "Edit" button.  Select an event type from the drop-down menu in the "Event Type" field.  Event types are created under Setup > Event Planning > Event Types.
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