A date change can affect the client portal, staff shifts, messages, and payment due dates. Change the event once, then inspect the related work.
Before you start
Confirm the new date with the client and check room and staff availability before saving it.
In Releventful
Search for the event and navigate to the event screen
On the event menu click on Edit Event Details
On the Event Info screen, navigate to Event Basics
Update the date or time
Confirm the selected room and any calendar conflict
Click on Save, at the top left corner
Return to the event menu and click on Scheduling from Event Sections. Confirm staff shifts have updated for the new Event Date, make any edits and Save.
Review the clients portal view by selecting Log In as Client from the Event Contacts tab and confirm the client sees the new date. You may also want to send a personal update if the team has not already notified the client.
Note: Review any Messages, To-Dos and Payment Requests for upcoming scheduled communications and deadlines tied to the Event Date.