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  1. Cobria
  2. Planning

Planning

  • Is there a way to track client communication regarding a specific Intervention?
  • How do I attach technical documents or manuals to an Intervention?
  • Can I add technical notes or descriptions to an Intervention?
  • How do I distinguish an Intervention from an Appointment on the calendar?
  • Can an Intervention span multiple days?
  • What information is required to set up an Intervention?
  • How do I create a new "Intervention" event?
  • How do I create a quote from a planned event?
  • Where can I see the history of emails sent for a specific event?
  • Can I send automated confirmation emails to clients?
  • What is the "Ask Max" button in the description area?
  • How do I attach files to an event?
  • Can I add a physical address to my appointments?
  • Can I track the status of my events?
  • How do I edit or delete an existing event?
  • What is the difference between an "Appointment" and an "Intervention"?
  • How do I create a new event?
  • How do I navigate to different dates on the calendar?
  • How can I change the calendar display view?
  • What is the primary purpose of the Planning module?
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