View Your Upcoming Events
- Click the Calendar tile on your home screen.
- On the Upcoming tab scroll down to view all of your Upcoming Events.
View a Specific Event
When viewing your Upcoming Events, you can click on specific dates to view details for that particular event.
- Click the Calendar tile on your home screen.
- On the Upcoming tab scroll down to the event you want to view and click the date.
On the Event screen you can:
- View details of the Event including date, time and duration
- Confirm your attendance
- View the location of the Event
- View any fees for the event and if applicable pay your Account Balance
- Complete any Documents
- View Referrals
- Start a Discussion with your Service Provider
Video Session Requested
If you have requested a video session with your Service Provider but are waiting for them to confirm your video session, Awaiting Video Session Link (text) will appear on the Event screen. Once your Service Provider has added the video session link, the link will appear instead.
Confirm your Attendance
- Click the Calendar tile on your home screen.
- On the Upcoming tab scroll down to the event you want to confirm and click Confirm Attendance.
- Click Confirm.
Cancel an Upcoming Event
Depending on your Service Provider, this feature may or may not be available. Please contact your Service Provider if you have any questions.
- Click the Calendar tile on your home screen.
- On the Upcoming tab scroll down to the event you want to cancel and click Cancel Event.
- Enter a Message if required.
- Click Yes.
Pay the Balance for an Upcoming Event
- Click the Calendar tile on the home screen.
- On the Upcoming tab scroll down to the event you want to pay and click the date.
- Click Pay your Event Balance.
- You will be redirected to another window to complete your payment.
Start a Discussion with Your Service Provider
Depending on your Service Provider, this feature may or may not be available. Please contact your Service Provider if you have any questions.
- Click the Calendar tile on your home screen.
- On the Upcoming tab scroll down to the event you want to start a Discussions on and click the date.
- Click Start a Discussion with (Service Provider Name).
- Enter a Subject and Message.
- Click Send.
Note: You can send a maximum of 3 messages to your Service Provider before receiving a response from them.
Complete a Document
If you need help completing a Document in ClientConnect click here.