Quick Event (calendar entry with no project)

Short answer

Quick Event puts anything on the calendar without needing an estimate, project or client — service calls, estimate visits, meetings, personal blocks.

Put a service call or estimate visit on the calendar before a project exists

1. Open Schedule in the left sidebar.
2. Click the add button at the top right of the calendar and choose Quick Event.
3. Enter the Event Title (required), the date, and the start and end times.
4. Optionally pick a colour and a reminder (15 minutes, 30 minutes, 1 hour or 1 day before).
5. Save. The entry appears on the calendar with no project attached.

Use Quick Event whenever there is no accepted estimate yet. New Job/Task is for work tied to a project.

Rules and limits

• A Quick Event does not require a client record, so leads can be scheduled before they become clients.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.