How Do I Create A Preliminary Visitation Calendar For My Clients
In order to easily create a preliminary visitation calendar, we recommend the following…
Once your account is upgraded to Pro, follow these steps:
- Invite your client and or perhaps your client’s legal counsel to join your SmartCoparent account:
- Select Members > Add Adult
- Enter your client details, select ‘Save and Send’. Once your invitees have accepted, you can create a preliminary calendar
- Go to the menu , select ‘Scheduling’
- Create calendar events. Enter the event details: Title (i.e. ‘Preliminary visitation schedule’), Description (if any), Date (required) and specific Time (if any). To make sure the event occurs overnight, make sure the event is scheduled for more than 24 hours.
- ‘Assign’ visitation to the non-custodial parent. If they are not a member of your group, simply skip the assignee and assign an event color that will be designated as unique to the non-custodial parent.
- Share with your client and or client legal counsel.
Negotiating final settlement of calendar dates can be conducted on messaging between you and any member you invited. Only the ‘event owner’ can update or delete events previously created. It sometimes more convenient to have the client create the events and add various participants (lawyers and co-parents) to the preliminary calendar.
Note for lawyers / professionals: After the calendars are agreed, if you wish to delete the client from your member / calendar, all events that you created for them will be deleted from your clients view. This is done to prevent events from ‘hanging’ and un-deletable when a member is removed from an account. Your client will need to re-enter a new schedule and re-invite his/ her co-parent to these events if desired.
As an alternative to this, you can instruct your client to create the preliminary calendar events and share with you and his/her co-parent and possible his/her clients attorney. When the preliminary calendar is finished, your client (as the ‘event owner’) can simply delete all attorneys and the events will still remain between the custodial parent and the non-custodial parent exclusively.