Browse
 
Tools
Rss Categories

How to Create/Edit Events, Sessions, and Appointments

Overview

This tutorial provides a breakdown of how to create and edit events, sessions and appointments for the calendar, scheduler, and agenda.

Calendar Overview

Click here for an overview of the calendar

Calendar Video

How to Access the Calendar views

To access the calendar views do the following:

  1. Click on the Calendar component
  2. Click on the Calendar tab
  3. Click on the desired calendar view options

What are the different Calendar Views

The calendar can be are broken into 4 different calendar sections: 

How to Create/Edit an Event, Session, or Appointment from the Calendar or Scheduler

To create an event, session or appointment click on the calendar or scheduler on the desired date and start time.

To edit an event, session or appointment double click on the desired event, session or appointment.

How to Create/Edit an Event, Session, or Appointment from the Agenda

To create an event, session or appointment from the agenda click on the New Event button in the bottom right.

To edit an event, session or appointment from the agenda click on the edit button in the table for the desired event, session, or appointment.

How to Schedule Employees

To schedule employees either drag and drop the employee from the "Available Employees" table to the "Scheduled Employees" table or double click on the desired employee in the "Available Employees" and it will automatically move the client from the "Available Employees" table to the "Scheduled Employees" table. 

I don't see an Employee Listed in the Available Employees Table

If the employee is not visible in the "Available Employees" table that means that the employee is either archived or is already booked at that time frame. To avoid double booking employees they are not shown in the table if they are not available. 

How to Schedule Equipment

To schedule equipment or locations either drag and drop the employee from the "Available Employees" table to the "Scheduled Employees" table or double click on the desired employee in the "Available Employees" and it will automatically move the client from the "Available Employees" table to the "Scheduled Employees" table. 

How to Schedule Locations

To schedule equipment or locations either drag and drop the employee from the "Available Employees" table to the "Scheduled Employees" table or double click on the desired employee in the "Available Employees" and it will automatically move the client from the "Available Employees" table to the "Scheduled Employees" table. 

How to Create Multiple Events, Sessions, or Appointments

Click here for a tutorial on how to create multiple events, sessions, or appointments at once

How to Quickly Move an Event from the Calendar or Scheduler

To quickly move an event, session, or appointment from the calendar or scheduler click on the desired event and drag it to where you want it to be.

How to Delete an Event

To delete an event from the edit event window do the following:

  1. Edit the Event, Session, or Appointment
  2. Click the Actions menu option
  3. Click the Delete Event menu option

How to Delete an Event From The Agenda table

To delete an event from the agenda table click the delete icon for the desired event in the table

How to Cancel an Event

To mark an event as cancelled from the edit event window do the following:

  1. Edit the Event, Session, or Appointment
  2. Click the Actions menu option
  3. Click the Cancel Event menu option
    1. Note: To uncancel the event go back to More Actions and select the UnCancel Event option

How to Archive an Event

To archive an event from the edit event window do the following:

  1. Edit the Event, Session, or Appointment
  2. Click the Actions menu option
  3. Click the Archive Event menu option
    1. Note: To unarchive the event go back to More Actions and select the UnArchive Event option

Details on Creating/Editing Events

Once you have the New Event or Edit Event window open you will want to fill in as much information as possible.  Some of the options are explained in the list below.

  • Be sure to select a Type and Sub-Type for the event.  These are used for reporting and for calendar filters
  • You can add a client to the event by clicking the New Client or Add Clients button
    • New Client - Allows you to create a new client on the spot
    • Add Clients - Allows you to add one or more existing clients to the event
  • Event Name - This will be displayed in the calendar and agenda
  • Event Color - Helps to quickly and easily view what is coming up on the calendar
  • Start and End times
  • Marketing Campaign - This helps to track what marketing campaign an event comes from which helps to view the sales that you get from a marketing campaign
  • Resources tab (Requires EmployeeBoost) - Allows you to schedule employees, equipment, and locations to make sure you don't overbook resources
    • To book a resource click on the button below the desired resource table. A winow will popup with the available resources. Click on the checkbox to the left of the resource and then click the save button.
    • If you are scheduling employees you can also drag and drop the employees from the available employees table  to the schedule employees table.