This article presents a walkthrough of how to create events on the calendar. To begin, you'll want to navigate to Engagement > Calendar.
Views
- The default view will be Month BUT you can toggle between Week and Day views as well.
- **EVENTS CAN BE CREATED IN EVERY VIEW!**
- Make sure to filter based on care type
Locations
All community activities locations have already been added to the system BUT here are the steps if a new one needs to be added:
- Click the Create Event button.
- In the window that appears, navigate to the Location.
- Type in location name.
- Click Add item.
Creating Events
Option 1
- Click the Create Event button.
- In the window that appears, add event name, date and time, event duration, event location, event description, event type, and care type.
- Click Create.
Option 2
- Click on the calendar day (in any view).
- In the window that appears, add event name, time, event duration, event location, event description, event type, and care type.
- Click Create.
Recurring Events:
- Daily: Event occurs every day. Example: Chair Yoga occurs @ 9AM every morning.
- Weekly: Event occurs on same day each week. Example: Happy Hour occurs every Friday @ 4PM.
- Bi Weekly: Event occurs every other week. Example: Table Games occur every other Tuesday @ 3PM.
- Weekdays: Event occurs only on weekdays. Example: Morning Meditation occurs Monday-Friday @ 8:30AM.
- Monthly: Event occurs once a month. Example: Townhall occurs on the 1st of each month @ 11AM.
- Day of the Week (Monthly): Event occurs on a certain day each month. Example: Food Council occurs on the 2nd Wednesday of each month @ 12:30PM.
- Yearly: Event occurs once a year. Example: Christmas Tree Lighting occurs on Dec. 24th @ 5pm each year.
Editing Events (after they have been created)
Click on the event you wish to edit, then click the pencil icon in the event info window.
Make the desired changes to the event name, date and time, event duration, event location, event description, activity type, dimension and care type. Click Update to save.
If you need to delete an activity, follow the same step as above and either select the trash can icon next to the pencil when you initially select the event OR select Delete in the actual activity.
Make sure that if you are editing or deleting a recurring event to specify how you want the change to occur:
Jump to another article to learn more about calendar events:
Creating RSVP Events
Customizing Monthly Calendars