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Wefido step-by-step guide

How to use your Wefido business Today workspace

Review appointments and next actions in the Today management view, opening each item in its linked calendar entry or conversation.

Open the Today workspace
At a glance

What you will learn

  1. 1
    Open Client management and choose Today
  2. 2
    Review upcoming appointments and activities
  3. 3
    Open the linked detail before taking action
  4. 4
    Update status or time in the appropriate section
  5. 5
    Return to Today to review the next actions
Frequently asked questions

Useful answers for this guide

Does Today replace the calendar?

No. Today summarises what needs attention; the calendar keeps the full schedule and lets you edit appointments.

Why has an item disappeared?

The view depends on date and status. Check the linked calendar entry or enquiry to see whether the item was moved or completed.