Step 1: Find the case in your CRM and open Hona Chrome Extension
Step 2: Click the "Actions" Drop down menu and then select "Create New Calendar Event"
1. Project
If the client has multiple cases, you will select the case that you want to attach the event to.
2. Calendar Event Type
Pick the event template that you would like to start with. If there is no template for the event you are creating, select “None” to start from scratch.
3. Title
The name of the event for the client to see.
4. Start Date - End Date
Choose the start date/time and the end date/time of the event. The duration of the event will autofill below based on what you put in for these values.
5. Timezone
If your client is in a different time zone than you, you can change the timezone here so the text message they receive is in their timezone.
6. Attendees
Automatically, this section will list the client.
You can open up this drop-down and see others listed as:
(Team) = Team members directly listed on the case
(Other) = Team members in MyCase but not necessarily assigned to this case
If you add anyone listed as “Team” or “Other,” the event will automatically generate on that team member’s Outlook or Gmail calendar.
7. Location
This is where you will list the location of the event, this pulls directly from Google Maps. If the location is a Zoom link, put the link in the Description field and not this one (it will not format correctly)
8. Description
This is the description of the event that will send to the client to let them know the most important details.
9. Reminders
Set up as many auto-reminders as you think the client will need. Taking the time to set these up while you’re creating the event will make it so you do not need to remember to remind them later.
10. Language
This is the language that the notification will send in. You can select between English and Spanish.
11. Text Notification
This will show you a preview of the notification that will be sent to the client.
12. Create
Finally, press “Create” to immediately notify attendees of the event.
The text they receive
What they see in their client portal
We hope this article helped you learn how to create Calendar events! If you have any questions, please reach out to [email protected]