Client Event Setup Lists

To manage the client event related setup lists:

1. Select Setup from the navigation pane and then select Client Care.

   

2. Scroll down to the Events card.
   

3. Select the setup list you want to manage:

   This setup list:	Is used here:	For:
   Attendance Types	Client Events	The attendance type indicates how the client participated in the event, such as present, absent, left early, arrived late, etc.
   Event Sites	Client Events	The event site is used to indicate the actual location where the event took place.
   Event Types	Client Events	The event type describes or categorizes the type of event that occurred such as recreational, educational, spiritual, etc.

4. Select anywhere on an existing card to open it for viewing and editing or select the + to add a new one.

• ZendeskClientCare.5.log-864881096.zip4 KB