Associate contacts and matters with a calendar event

Create or click on an event that you would like to associate with a matter or contact. 

Near the bottom of the window, select 'More options':

Any previously created contacts and matters will be available in the pulldown menus. Select the contact and/or matter you wish to associate with this calendar event:

Add attendees from your list of client contacts or team members: 

Add optional 'Description' or 'Location' information as needed

When finished, click 'Save & Continue'