The default screen you will be presented with when you first log in to Aveni Assist is the Meetings area. This area displays a calendar, which can be connected to your own Outlook or Google calendar to display your meetings.

You can filter this calendar to find the specific meetings you are looking for. For instance, if you're an Adviser, you may want to see your recorded meetings for last week. Or if you're a Paraplanner, you may want to find an Advisers meetings.

The default view is the current week view, This displays the meetings for each day in the current week, and will default to today's date.

To switch to a different week, you can either use the arrow keys on the left to skip between one week at a time, or the 'Week Selection' drop-down calendar.

To see every day in a month click the Month button, next to the Current Week button found next to the Current Week button.

This tab will show every appointment in your calendar. For these appointments to show in this tab, your calendar will need to be connected to Aveni Assist via Calendar Connections.

If you are a paraplanner, you will not need your appointments to be recorded, and therefore will not see anything displayed under the All My Appointments tab.

This tab displays all appointments where you have created the appointment in your calendar, so any appointments that you have been invited to, but not set up, will be filtered out.

This tab will show all appointments from another user's calendar that have been shared with you directly via the Calendar Sharing feature. This is typically used by Paraplanners to view Adviser's appointments.

This tab will show appointments from your calendar that you have shared with another user. This is typically used for Adviser's to quickly check if they have shared the correct meeting with a paraplanner.

This tab will show any appointments that have been shared with you via a Team that you are part of. Teams are set up by admin users, and allow a user to share their calendar across multiple users via a team, rather than sharing with each user individually.

Further filters can be applied to the calendar via the filter button, which can be found to the right of the 'Week Selection' button.

Here you can filter by:

In addition to this, if you are in the By Team tab, you can filter by user, allowing Paraplanners to find a specific Advisers appointments. To do this:

You can share your calendar with another user by clicking the Share button. This can be found on the right of the screen next to the recording preferences button.

If your calendar is not shared via a team, then an adviser may want to share their calendar with an paraplanner, so they can access their meetings.

To share your calendar with another user, follow the below steps: