It is important to take into account some important dates, such as the expiration date of a contract as a one-time important date or birthdays that repeat annually. To cater to the different category of important dates we provide an important date option with two different categories to differentiate between annual and one-time.

Below we have the steps to creating important date categories:

1. Go to [Settings > Customize Category > Important Date] to enter the edit page.


2. You can set the category and name of the important date here while also adding, modifying, or deleting others.