- Select the calendar icon.
- Select the icon.
Tap “Add calendar”.
Select the “Work/Professional” category.
- Select “Custom”.
- Select “Add calendars”.
As an AppClose user, you can only share calendar templates with other connected AppClose users. When a calendar template is shared with another connected client, co-parent, or third party, that person immediately receives a blank calendar template in his/her AppClose account. Your calendar entries will be not be shared with a connected client, co-parent, or third party unless you specifically choose to share individual events, appointments, expenses, or requests with that person (requires another step) using that calendar.
By sharing a calendar template, you are creating a calendar for a connected client, co-parent, or third party to use when you choose to share an entry from that same calendar. This gives you and those you’re connected with the opportunity to view and respond to events, appointments, expenses, and requests using the same type of calendar. If you choose not to share a calendar template before sharing an individual event, appointment, expense, or request from that calendar, the information you send will be placed in the other person’s default calendar. That person can leave the information in his/her default calendar or move the information to another calendar they’ve created if they so choose. You only need to share a calendar template for each calendar one time. You cannot share a calendar template with a non-connected client, co-parent, or third party.
To add a client calendar:
1. Enter a name for this calendar (e.g. Jones)
2. Optional: Choose a color for this calendar.
3. Optional: Turn on the “Share with” button if you would like to share this calendar with a connected client, co-parent, or third party.
4. Optional: Choose the recipient(s) with whom you want to share this calendar. You can choose more than one recipient.
5. Click “Save”.
You will find this client calendar in your list of calendars.