video1.0<iframe src="https://www.loom.com/embed/837dcd2850914c07aa40494c0b121528" frameborder="0" width="1818" height="1363" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13631818Loomhttps://www.loom.com13631818https://cdn.loom.com/sessions/thumbnails/837dcd2850914c07aa40494c0b121528-9e0503c8348fefdb.gif163.429In this video, I walk you through the Schedule Module, which provides a comprehensive view of our meeting plans for the year. We can assign VCIOs and set the number of meetings for each client, adjusting timelines easily for specific months. You'll notice color codes indicating the status of reports, helping us track our progress and client engagement. I encourage you to take some time to configure the schedules for your clients, and remember, at the end of the year, you can either start fresh or migrate last year’s schedule for continuity. Please make sure to utilize the filtering options for client groups and VCIOs to streamline your planning.