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Question

Automating Project End Date?

  • February 19, 2024
  • 0 replies
  • 8 views

Cassie H of Premier Ops Spot
Community Legend
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Now that we can have the Project Date be synonymous with a Scheduler Session, is there a way to automate the Project End date based on that? For example, it might be 3-6 months later for retainer packages, or the same date 4 hours later for event services, etc. 

This would be wildly helpful to be able to set up follow up emails, reviews, and know when to send renewals, if applicable.

Maybe I’m missing it so I’m posting here first, before I add as a feature request! TIA!