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Scheduler not syncing with projects

  • January 29, 2025
  • 3 replies
  • 17 views

Matt Price

When some schedules a call or project from my scheduler I still have manual enter the time in the project. Thus creating two events for the same time in my calendar. Shouldn’t the scheduler automatically add those types to the project if you use said client? Am I missing something simple here?

Thanks!

Best answer by Matthew Eriksen

Hey ​@Matt Price! Hopefully I understand correctly — and if not please let me know. Within the session type, you can toggle a button that allows you to set the session date as project date. Hope this helps!

 

3 replies

Matthew Eriksen
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  • Community Legend
  • Answer
  • January 29, 2025

Hey ​@Matt Price! Hopefully I understand correctly — and if not please let me know. Within the session type, you can toggle a button that allows you to set the session date as project date. Hope this helps!

 


Matt Price
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  • January 29, 2025

ohhhhhh now I see!!!! 🤦‍♂️ It was a simple fix. 


Matthew Eriksen
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So glad I could help, ​@Matt Price!