Maximizing your calendar is one of the key ways that Iris will help keep your business more organized. You can easily add events to your Iris calendar and sync your external calendars to Iris, but our new calendar snapshot feature will add an even more dynamic information to your entire process.
Our new, mobile-responsive calendar enhancements include a snapshot of any invoices, contracts, questionnaires and emails associated with your sessions when they are part of a workflow. It’s so easy to see each part of your workflow in one place!
A simple click on your calendar event will now showcase a summary of all associated workflow items. And as a bonus, you’ll also now see a more robust summary in Iris for the events that are on your connected calendars, too!
You can learn more about how to make your calendar work best for you by checking out our YouTube channel or visiting our FAQ page today!



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